Westshore Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,151
| Closed | -$230K | – | 97 |
|
|
2024
Q2 | $230K | Sell |
2,151
-20
| -0.9% | -$2.14K | 0.1% | 83 |
|
|
2024
Q1 | $289K | Sell |
2,171
-18
| -0.8% | -$2.4K | 0.12% | 70 |
|
|
2023
Q4 | $311K | Hold |
2,189
| – | – | 0.14% | 55 |
|
|
2023
Q3 | $233K | Buy |
2,189
+33
| +2% | +$3.51K | 0.13% | 74 |
|
|
2023
Q2 | $309K | Sell |
2,156
-54
| -2% | -$7.75K | 0.16% | 62 |
|
|
2023
Q1 | $317K | Buy |
2,210
+68
| +3% | +$9.76K | 0.17% | 66 |
|
|
2022
Q4 | $303K | Hold |
2,142
| – | – | 0.17% | 68 |
|
|
2022
Q3 | $292K | Hold |
2,142
| – | – | 0.2% | 57 |
|
|
2022
Q2 | $334K | Sell |
2,142
-10
| -0.5% | -$1.56K | 0.22% | 53 |
|
|
2022
Q1 | $345K | Sell |
2,152
-300
| -12% | -$48.1K | 0.23% | 57 |
|
|
2021
Q4 | $345K | Hold |
2,452
| – | – | 0.24% | 56 |
|
|
2021
Q3 | $235K | Buy |
2,452
+245
| +11% | +$23.5K | 0.19% | 67 |
|
|
2021
Q2 | $220K | Buy |
2,207
+17
| +0.8% | +$1.7K | 0.11% | 134 |
|
|
2021
Q1 | $251K | Buy |
+2,190
| New | +$251K | 0.14% | 113 |
|