Arax Advisory Partners’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.5K | Buy |
252
+180
| +250% | +$20.4K | ﹤0.01% | 1504 |
|
2025
Q1 | $5.41K | Sell |
72
-1,709
| -96% | -$128K | ﹤0.01% | 1747 |
|
2024
Q4 | $133K | Buy |
1,781
+1,736
| +3,858% | +$130K | 0.01% | 591 |
|
2024
Q3 | $3.17K | Sell |
45
-28
| -38% | -$1.97K | ﹤0.01% | 1900 |
|
2024
Q2 | $7.8K | Buy |
73
+19
| +35% | +$2.03K | ﹤0.01% | 1391 |
|
2024
Q1 | $7.19K | Hold |
54
| – | – | ﹤0.01% | 835 |
|
2023
Q4 | $7.67K | Buy |
+54
| New | +$7.67K | ﹤0.01% | 802 |
|
2023
Q3 | – | Sell |
-7
| Closed | -$1.01K | – | 1326 |
|
2023
Q2 | $1.01K | Sell |
7
-4
| -36% | -$574 | ﹤0.01% | 1114 |
|
2023
Q1 | $1.58K | Hold |
11
| – | – | ﹤0.01% | 1026 |
|
2022
Q4 | $1.56K | Hold |
11
| – | – | ﹤0.01% | 980 |
|
2022
Q3 | $1K | Sell |
11
-7
| -39% | -$636 | ﹤0.01% | 1054 |
|
2022
Q2 | $3K | Sell |
18
-2
| -10% | -$333 | ﹤0.01% | 880 |
|
2022
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 873 |
|
2020
Q4 | $54K | Buy |
500
+41
| +9% | +$4.43K | 0.01% | 399 |
|
2020
Q3 | $42K | Sell |
459
-1,329
| -74% | -$122K | 0.01% | 404 |
|
2020
Q2 | $166K | Hold |
1,788
| – | – | 0.03% | 185 |
|
2020
Q1 | $131K | Sell |
1,788
-9
| -0.5% | -$659 | 0.03% | 192 |
|
2019
Q4 | $169K | Hold |
1,797
| – | – | 0.05% | 177 |
|
2019
Q3 | $205K | Hold |
1,797
| – | – | 0.06% | 148 |
|
2019
Q2 | $193K | Buy |
+1,797
| New | +$193K | 0.06% | 144 |
|
2018
Q4 | $303K | Buy |
3,354
+1,946
| +138% | +$176K | 0.12% | 90 |
|
2018
Q3 | $115K | Buy |
1,408
+1,009
| +253% | +$82.4K | 0.05% | 181 |
|
2018
Q2 | $33K | Sell |
399
-5
| -1% | -$414 | 0.01% | 256 |
|
2018
Q1 | $38K | Sell |
404
-141
| -26% | -$13.3K | 0.02% | 227 |
|
2017
Q4 | $58K | Hold |
545
| – | – | 0.03% | 200 |
|
2017
Q3 | $47K | Buy |
545
+5
| +0.9% | +$431 | 0.02% | 220 |
|
2017
Q2 | $38K | Hold |
540
| – | – | 0.02% | 251 |
|
2017
Q1 | $42K | Hold |
540
| – | – | 0.02% | 221 |
|
2016
Q4 | $42K | Buy |
+540
| New | +$42K | 0.02% | 190 |
|