Avantax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
+3,435
| New | +$340K | ﹤0.01% | 1822 |
|
|
2024
Q3 | – | Sell |
-3,505
| Closed | -$374K | – | 2140 |
|
|
2024
Q2 | $374K | Buy |
+3,505
| New | +$374K | ﹤0.01% | 1555 |
|
|
2024
Q1 | – | Sell |
-1,615
| Closed | -$229K | – | 1658 |
|
|
2023
Q4 | $229K | Buy |
+1,615
| New | +$229K | ﹤0.01% | 1393 |
|
|
2023
Q2 | – | Sell |
-1,451
| Closed | -$208K | – | 1523 |
|
|
2023
Q1 | $208K | Sell |
1,451
-19
| -1% | -$2.73K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $208K | Buy |
+1,470
| New | +$208K | ﹤0.01% | 1288 |
|
|
2022
Q3 | – | Sell |
-1,336
| Closed | -$208K | – | 1343 |
|
|
2022
Q2 | $208K | Sell |
1,336
-145
| -10% | -$22.6K | ﹤0.01% | 1184 |
|
|
2022
Q1 | $237K | Buy |
+1,481
| New | +$237K | ﹤0.01% | 1116 |
|
|
2020
Q4 | – | Sell |
-5,084
| Closed | -$463K | – | 1032 |
|
|
2020
Q3 | $463K | Buy |
+5,084
| New | +$463K | 0.01% | 825 |
|
|
2020
Q1 | – | Sell |
-3,917
| Closed | -$367K | – | 820 |
|
|
2019
Q4 | $367K | Buy |
3,917
+891
| +29% | +$83.5K | 0.01% | 569 |
|
|
2019
Q3 | $346K | Buy |
+3,026
| New | +$346K | 0.01% | 399 |
|