Surevest’s Dollar Tree DLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25	Closed	-$4K	–	528
2022 Q2	$4K	Sell	25 -7	-22%	-$1.12K	﹤0.01%	347
2022 Q1	$5K	Sell	32 -6	-16%	-$938	﹤0.01%	312
2021 Q4	$5K	Buy	+38	New	+$5K	﹤0.01%	320