WMA
Wealth Management Associates’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$214K | – | 212 |
|
|
2024
Q2 | $214K | Hold |
2,000
| – | – | 0.1% | 186 |
|
|
2024
Q1 | $214K | Hold |
2,000
| – | – | 0.1% | 186 |
|
|
2023
Q4 | $284K | Hold |
2,000
| – | – | 0.15% | 146 |
|
|
2023
Q3 | $213K | Hold |
2,000
| – | – | 0.12% | 172 |
|
|
2023
Q2 | $287K | Hold |
2,000
| – | – | 0.16% | 135 |
|
|
2023
Q1 | $287K | Hold |
2,000
| – | – | 0.18% | 133 |
|
|
2022
Q4 | $283K | Hold |
2,000
| – | – | 0.19% | 132 |
|
|
2022
Q3 | $272K | Hold |
2,000
| – | – | 0.19% | 136 |
|
|
2022
Q2 | $312K | Hold |
2,000
| – | – | 0.21% | 124 |
|
|
2022
Q1 | $320K | Hold |
2,000
| – | – | 0.18% | 140 |
|
|
2021
Q4 | $281K | Buy |
+2,000
| New | +$281K | 0.15% | 158 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$229K | – | 199 |
|
|
2021
Q1 | $229K | Hold |
2,000
| – | – | 0.15% | 160 |
|
|
2020
Q4 | $216K | Buy |
+2,000
| New | +$216K | 0.14% | 168 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$228K | – | 150 |
|
|
2019
Q3 | $228K | Hold |
2,000
| – | – | 0.18% | 128 |
|
|
2019
Q2 | $215K | Hold |
2,000
| – | – | 0.21% | 87 |
|
|
2019
Q1 | $210K | Buy |
+2,000
| New | +$210K | 0.23% | 87 |
|