Wealthcare Advisory Partners’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 | – | Sell |
-1,426
| Closed | -$205K | – | 707 |
|
|
2023
Q2 | $205K | Sell |
1,426
-74
| -5% | -$10.6K | 0.01% | 678 |
|
|
2023
Q1 | $215K | Sell |
1,500
-69
| -4% | -$9.91K | 0.01% | 671 |
|
|
2022
Q4 | $222K | Buy |
+1,569
| New | +$222K | 0.01% | 624 |
|
|
2021
Q2 | – | Sell |
-1,086
| Closed | -$124K | – | 864 |
|
|
2021
Q1 | $124K | Buy |
+1,086
| New | +$124K | 0.01% | 605 |
|
|
2020
Q2 | – | Sell |
-188
| Closed | -$14K | – | 561 |
|
|
2020
Q1 | $14K | Buy |
188
+53
| +39% | +$3.95K | ﹤0.01% | 819 |
|
|
2019
Q4 | $13K | Hold |
135
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $15K | Hold |
135
| – | – | ﹤0.01% | 822 |
|
|
2019
Q2 | $14K | Hold |
135
| – | – | ﹤0.01% | 813 |
|
|
2019
Q1 | $14K | Hold |
135
| – | – | ﹤0.01% | 738 |
|
|
2018
Q4 | $12K | Hold |
135
| – | – | ﹤0.01% | 745 |
|
|
2018
Q3 | $11K | Hold |
135
| – | – | ﹤0.01% | 812 |
|
|
2018
Q2 | $11K | Hold |
135
| – | – | ﹤0.01% | 798 |
|
|
2018
Q1 | $13K | Sell |
135
-1
| -0.7% | -$96 | ﹤0.01% | 667 |
|
|
2017
Q4 | $15K | Buy |
136
+135
| +13,500% | +$14.9K | ﹤0.01% | 589 |
|
|
2017
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 894 |
|