WR Wealth Planners’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 |
-7
| Closed | -$747 | – | 1155 |
|
|
2024
Q2 | $747 | Sell |
7
-17
| -71% | -$1.81K | ﹤0.01% | 984 |
|
|
2024
Q1 | $3.2K | Buy |
+24
| New | +$3.2K | ﹤0.01% | 796 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$1.6K | – | 351 |
|
|
2023
Q3 | $1.6K | Hold |
15
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $2.15K | Buy |
+15
| New | +$2.15K | ﹤0.01% | 767 |
|
|
2022
Q3 | – | Sell |
-178
| Closed | -$27.7K | – | 531 |
|
|
2022
Q2 | $27.7K | Hold |
178
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $28.5K | Buy |
+178
| New | +$28.5K | 0.02% | 203 |
|