Waldron Private Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,024
| Closed | -$578K | – | 391 |
|
|
2023
Q1 | $578K | Buy |
+4,024
| New | +$578K | 0.03% | 233 |
|
|
2017
Q2 | – | Sell |
-2,986
| Closed | -$203K | – | 159 |
|
|
2017
Q1 | $203K | Buy |
+2,986
| New | +$203K | 0.05% | 211 |
|
|
2016
Q2 | – | Sell |
-2,955
| Closed | -$203K | – | 163 |
|
|
2016
Q1 | $203K | Buy |
+2,955
| New | +$203K | 0.08% | 143 |
|