Avior Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-76
| Closed | -$5.7K | – | 1154 |
|
|
2024
Q4 | $5.7K | Buy |
76
+62
| +443% | +$4.65K | ﹤0.01% | 1821 |
|
|
2024
Q3 | $984 | Buy |
14
+10
| +250% | +$703 | ﹤0.01% | 2074 |
|
|
2024
Q2 | $427 | Sell |
4
-223
| -98% | -$23.8K | ﹤0.01% | 2135 |
|
|
2024
Q1 | $30.2K | Buy |
+227
| New | +$30.2K | ﹤0.01% | 1441 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$8K | – | 1081 |
|
|
2021
Q2 | $8K | Hold |
90
| – | – | ﹤0.01% | 776 |
|
|
2021
Q1 | $10K | Hold |
90
| – | – | ﹤0.01% | 755 |
|
|
2020
Q4 | $9K | Hold |
90
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $8K | Hold |
90
| – | – | ﹤0.01% | 714 |
|
|
2020
Q2 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 690 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 796 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 795 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 792 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$3K | – | 501 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2017
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 429 |
|
|
2016
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 409 |
|