Bell Investment Advisors’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 | $3.76K | Buy |
38
+5
| +15% | +$495 | ﹤0.01% | 1115 |
|
|
2025
Q1 | $2.48K | Buy |
33
+7
| +27% | +$526 | ﹤0.01% | 1223 |
|
|
2024
Q4 | $1.95K | Sell |
26
-7
| -21% | -$525 | ﹤0.01% | 1347 |
|
|
2024
Q3 | $2.32K | Sell |
33
-35
| -51% | -$2.46K | ﹤0.01% | 1289 |
|
|
2024
Q2 | $7.26K | Sell |
68
-6
| -8% | -$641 | ﹤0.01% | 744 |
|
|
2024
Q1 | $9.85K | Buy |
74
+4
| +6% | +$533 | ﹤0.01% | 606 |
|
|
2023
Q4 | $9.94K | Buy |
70
+21
| +43% | +$2.98K | ﹤0.01% | 564 |
|
|
2023
Q3 | $5.22K | Buy |
49
+4
| +9% | +$426 | ﹤0.01% | 786 |
|
|
2023
Q2 | $6.46K | Sell |
45
-21
| -32% | -$3.01K | ﹤0.01% | 695 |
|
|
2023
Q1 | $9.48K | Buy |
66
+28
| +74% | +$4.02K | ﹤0.01% | 504 |
|
|
2022
Q4 | $5.38K | Buy |
38
+10
| +36% | +$1.41K | ﹤0.01% | 768 |
|
|
2022
Q3 | $4K | Sell |
28
-10
| -26% | -$1.43K | ﹤0.01% | 765 |
|
|
2022
Q2 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 612 |
|
|
2021
Q4 | $5K | Buy |
38
+18
| +90% | +$2.37K | ﹤0.01% | 751 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1053 |
|