A detailed history of Bergan Kdv Wealth Management, LLC transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 95 shares of DLTR stock, worth $6,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95
Previous 113 15.93%
Holding current value
$6,971
Previous $16,000 18.75%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$129.56 - $160.68 $2,332 - $2,892
-18 Reduced 15.93%
95 $13,000
Q3 2022

Oct 24, 2022

SELL
$135.68 - $173.32 $1,628 - $2,079
-12 Reduced 9.6%
113 $15,000
Q4 2021

Jan 28, 2022

SELL
$97.11 - $146.61 $291 - $439
-3 Reduced 2.34%
125 $18,000
Q3 2021

Nov 12, 2021

BUY
$84.54 - $106.32 $7,185 - $9,037
85 Added 197.67%
128 $12,000
Q1 2021

May 11, 2021

SELL
$98.2 - $116.23 $785 - $929
-8 Reduced 15.69%
43 $5,000
Q4 2020

Feb 04, 2021

BUY
$88.68 - $113.05 $1,064 - $1,356
12 Added 30.77%
51 $6,000
Q2 2020

Aug 13, 2020

SELL
$70.24 - $97.87 $491 - $685
-7 Reduced 15.22%
39 $4,000
Q1 2020

Apr 24, 2020

BUY
$65.57 - $93.89 $524 - $751
8 Added 21.05%
46 $3,000
Q4 2019

Feb 10, 2020

BUY
$88.65 - $118.44 $3,368 - $4,500
38 New
38 $4,000

Others Institutions Holding DLTR

About DOLLAR TREE, INC.


  • Ticker DLTR
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 223,936,992
  • Market Cap $16.4B
  • Description
  • Dollar Tree, Inc. operates discount variety retail stores. It operates in two segments, Dollar Tree and Family Dollar. The Dollar Tree segment offers merchandise at the fixed price of $ 1.25. It provides consumable merchandise, including candy and food, and health and personal care, as well as everyday consumables, such as household paper and ch...
More about DLTR
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