Bogart Wealth LLC’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 | $12.9K | Buy |
130
+7
| +6% | +$693 | ﹤0.01% | 732 |
|
|
2025
Q1 | $9.23K | Buy |
123
+7
| +6% | +$526 | ﹤0.01% | 764 |
|
|
2024
Q4 | $8.69K | Hold |
116
| – | – | ﹤0.01% | 763 |
|
|
2024
Q3 | $8.16K | Hold |
116
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $12.4K | Hold |
116
| – | – | ﹤0.01% | 615 |
|
|
2024
Q1 | $15.4K | Hold |
116
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $16.5K | Hold |
116
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $12.3K | Hold |
116
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $16.6K | Hold |
116
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $16.7K | Hold |
116
| – | – | ﹤0.01% | 489 |
|
|
2022
Q4 | $16.4K | Buy |
116
+23
| +25% | +$3.26K | ﹤0.01% | 459 |
|
|
2022
Q3 | $13K | Hold |
93
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $15K | Hold |
93
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $15K | Hold |
93
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $13K | Hold |
93
| – | – | ﹤0.01% | 442 |
|
|
2021
Q3 | $9K | Hold |
93
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $9K | Hold |
93
| – | – | ﹤0.01% | 456 |
|
|
2021
Q1 | $11K | Hold |
93
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $10K | Hold |
93
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $8K | Hold |
93
| – | – | ﹤0.01% | 325 |
|
|
2020
Q2 | $9K | Hold |
93
| – | – | ﹤0.01% | 297 |
|
|
2020
Q1 | $7K | Hold |
93
| – | – | ﹤0.01% | 297 |
|
|
2019
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 290 |
|
|
2019
Q3 | $11K | Buy |
+93
| New | +$11K | 0.01% | 246 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$5K | – | 341 |
|
|
2019
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 279 |
|