A detailed history of Baystate Wealth Management LLC transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 37 shares of DLTR stock, worth $2,645. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 35 5.71%
Holding current value
$2,645
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$103.64 - $142.29 $207 - $284
2 Added 5.71%
37 $5,000
Q3 2023

Oct 25, 2023

SELL
$104.4 - $154.33 $2,088 - $3,086
-20 Reduced 36.36%
35 $3,000
Q2 2023

Sep 21, 2023

BUY
$129.56 - $160.68 $7,125 - $8,837
55 New
55 $7,000
Q1 2021

Apr 21, 2021

BUY
$98.2 - $116.23 $982 - $1,162
10 Added 40.0%
35 $4,000
Q4 2019

Jan 21, 2020

SELL
$88.65 - $118.44 $4,432 - $5,922
-50 Reduced 66.67%
25 $2,000
Q3 2019

Oct 30, 2019

BUY
$90.09 - $114.3 $6,756 - $8,572
75 New
75 $9,000

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 $16B
  • 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
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.