Tradition Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-863
| Closed | -$123K | – | 591 |
|
2023
Q4 | $123K | Sell |
863
-1
| -0.1% | -$143 | 0.01% | 416 |
|
2023
Q3 | $92K | Sell |
864
-1
| -0.1% | -$106 | 0.01% | 458 |
|
2023
Q2 | $124K | Hold |
865
| – | – | 0.01% | 408 |
|
2023
Q1 | $124K | Sell |
865
-1
| -0.1% | -$143 | 0.02% | 384 |
|
2022
Q4 | $122K | Buy |
866
+1
| +0.1% | +$141 | 0.02% | 333 |
|
2022
Q3 | $118K | Buy |
+865
| New | +$118K | 0.02% | 335 |
|