SAI
Systematic Alpha Investments’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,262
| Closed | -$320K | – | 310 |
|
|
2022
Q4 | $320K | Hold |
2,262
| – | – | 0.02% | 176 |
|
|
2022
Q3 | $308K | Hold |
2,262
| – | – | 0.02% | 173 |
|
|
2022
Q2 | $353K | Buy |
+2,262
| New | +$353K | 0.02% | 165 |
|
|
2021
Q4 | – | Sell |
-62
| Closed | -$7K | – | 292 |
|
|
2021
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $6K | Sell |
62
-4,500
| -99% | -$435K | ﹤0.01% | 293 |
|
|
2021
Q1 | $522K | Buy |
4,562
+4,500
| +7,258% | +$515K | 0.03% | 114 |
|
|
2020
Q4 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 168 |
|