WGAM
Wilkinson Global Asset Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,773
| Closed | -$254K | – | 92 |
|
|
2023
Q2 | $254K | Hold |
1,773
| – | – | 0.02% | 82 |
|
|
2023
Q1 | $255K | Hold |
1,773
| – | – | 0.02% | 80 |
|
|
2022
Q4 | $251K | Hold |
1,773
| – | – | 0.02% | 81 |
|
|
2022
Q3 | $241K | Buy |
1,773
+271
| +18% | +$36.8K | 0.02% | 81 |
|
|
2022
Q2 | $234K | Buy |
+1,502
| New | +$234K | 0.02% | 79 |
|