Atria Wealth Solutions’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 | $1.64M | Buy |
+16,560
| New | +$1.64M | 0.04% | 472 |
|
|
2023
Q2 | – | Sell |
-2,479
| Closed | -$356K | – | 1889 |
|
|
2023
Q1 | $356K | Buy |
2,479
+729
| +42% | +$105K | 0.01% | 1317 |
|
|
2022
Q4 | $248K | Sell |
1,750
-2,183
| -56% | -$309K | ﹤0.01% | 1466 |
|
|
2022
Q3 | $535K | Buy |
+3,933
| New | +$535K | 0.01% | 978 |
|
|
2022
Q2 | – | Sell |
-1,819
| Closed | -$291K | – | 1662 |
|
|
2022
Q1 | $291K | Buy |
+1,819
| New | +$291K | ﹤0.01% | 1333 |
|