Sutton Wealth Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.22K | Hold |
49
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $7.03K | Hold |
49
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $7.03K | Sell |
49
-4
| -8% | -$574 | ﹤0.01% | 480 |
|
|
2022
Q4 | $7.5K | Hold |
53
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q3 | $7.21K | Sell |
53
-11
| -17% | -$1.5K | ﹤0.01% | 992 |
|
|
2022
Q2 | $9.97K | Buy |
64
+11
| +21% | +$1.71K | ﹤0.01% | 905 |
|
|
2022
Q1 | $8.49K | Buy |
53
+4
| +8% | +$641 | ﹤0.01% | 982 |
|
|
2021
Q4 | $6.89K | Buy |
49
+6
| +14% | +$843 | ﹤0.01% | 1025 |
|
|
2021
Q3 | $4.12K | Sell |
43
-4
| -9% | -$383 | ﹤0.01% | 1090 |
|
|
2021
Q2 | $4.68K | Hold |
47
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q1 | $5.38K | Sell |
47
-3
| -6% | -$343 | ﹤0.01% | 1005 |
|
|
2020
Q4 | $5.4K | Buy |
50
+3
| +6% | +$324 | ﹤0.01% | 963 |
|
|
2020
Q3 | $4.29K | Hold |
47
| – | – | ﹤0.01% | 966 |
|
|
2020
Q2 | $4.36K | Buy |
47
+3
| +7% | +$278 | ﹤0.01% | 942 |
|
|
2020
Q1 | $3.23K | Buy |
44
+3
| +7% | +$220 | ﹤0.01% | 949 |
|
|
2019
Q4 | $3.86K | Hold |
41
| – | – | ﹤0.01% | 979 |
|
|
2019
Q3 | $4.68K | Hold |
41
| – | – | ﹤0.01% | 955 |
|
|
2019
Q2 | $4.4K | Hold |
41
| – | – | ﹤0.01% | 954 |
|
|
2019
Q1 | $4.31K | Buy |
41
+7
| +21% | +$735 | ﹤0.01% | 962 |
|
|
2018
Q4 | $3.07K | Hold |
34
| – | – | ﹤0.01% | 948 |
|
|
2018
Q3 | $2.77K | Hold |
34
| – | – | ﹤0.01% | 972 |
|
|
2018
Q2 | $2.89K | Hold |
34
| – | – | ﹤0.01% | 978 |
|
|
2018
Q1 | $3.23K | Hold |
34
| – | – | ﹤0.01% | 965 |
|
|
2017
Q4 | $3.65K | Hold |
34
| – | – | ﹤0.01% | 919 |
|
|
2017
Q3 | $2.95K | Buy |
34
+25
| +278% | +$2.17K | ﹤0.01% | 925 |
|
|
2017
Q2 | $629 | Buy |
9
+1
| +13% | +$70 | ﹤0.01% | 1027 |
|
|
2017
Q1 | $628 | Hold |
8
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q4 | $617 | Sell |
8
-7
| -47% | -$540 | ﹤0.01% | 998 |
|
|
2016
Q3 | $1.18K | Buy |
15
+7
| +88% | +$553 | ﹤0.01% | 956 |
|
|
2016
Q2 | $754 | Hold |
8
| – | – | ﹤0.01% | 940 |
|
|
2016
Q1 | $660 | Buy |
+8
| New | +$660 | ﹤0.01% | 947 |
|