Acorn Financial Advisory Services’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 |
-2,232
| Closed | -$238K | – | 210 |
|
|
2024
Q2 | $238K | Sell |
2,232
-4
| -0.2% | -$427 | 0.04% | 181 |
|
|
2024
Q1 | $298K | Sell |
2,236
-241
| -10% | -$32.1K | 0.06% | 160 |
|
|
2023
Q4 | $352K | Sell |
2,477
-3
| -0.1% | -$426 | 0.06% | 184 |
|
|
2023
Q3 | $264K | Sell |
2,480
-233
| -9% | -$24.8K | 0.05% | 207 |
|
|
2023
Q2 | $389K | Buy |
2,713
+7
| +0.3% | +$1K | 0.07% | 164 |
|
|
2023
Q1 | $388K | Sell |
2,706
-24
| -0.9% | -$3.45K | 0.08% | 151 |
|
|
2022
Q4 | $386K | Sell |
2,730
-461
| -14% | -$65.2K | 0.08% | 141 |
|
|
2022
Q3 | $434K | Sell |
3,191
-223
| -7% | -$30.3K | 0.1% | 130 |
|
|
2022
Q2 | $532K | Sell |
3,414
-373
| -10% | -$58.1K | 0.13% | 110 |
|
|
2022
Q1 | $606K | Sell |
3,787
-693
| -15% | -$111K | 0.12% | 114 |
|
|
2021
Q4 | $630K | Sell |
4,480
-1,347
| -23% | -$189K | 0.13% | 113 |
|
|
2021
Q3 | $558K | Sell |
5,827
-45
| -0.8% | -$4.31K | 0.17% | 122 |
|
|
2021
Q2 | $584K | Hold |
5,872
| – | – | 0.17% | 133 |
|
|
2021
Q1 | $672K | Buy |
5,872
+2,024
| +53% | +$232K | 0.25% | 98 |
|
|
2020
Q4 | $416K | Sell |
3,848
-98
| -2% | -$10.6K | 0.16% | 141 |
|
|
2020
Q3 | $360K | Buy |
3,946
+605
| +18% | +$55.2K | 0.19% | 133 |
|
|
2020
Q2 | $310K | Hold |
3,341
| – | – | 0.22% | 143 |
|
|
2020
Q1 | $245K | Sell |
3,341
-157
| -4% | -$11.5K | 0.24% | 133 |
|
|
2019
Q4 | $329K | Buy |
+3,498
| New | +$329K | 0.28% | 123 |
|