Buckingham Strategic Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $848K | Sell |
7,943
-11
| -0.1% | -$1.17K | 0.01% | 359 |
|
|
2024
Q1 | $1.06M | Sell |
7,954
-806
| -9% | -$107K | 0.01% | 324 |
|
|
2023
Q4 | $1.24M | Buy |
8,760
+521
| +6% | +$74K | 0.01% | 292 |
|
|
2023
Q3 | $877K | Buy |
8,239
+422
| +5% | +$44.9K | 0.01% | 312 |
|
|
2023
Q2 | $1.12M | Buy |
7,817
+3,217
| +70% | +$462K | 0.02% | 284 |
|
|
2023
Q1 | $651K | Hold |
4,600
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $651K | Sell |
4,600
-7
| -0.2% | -$990 | 0.01% | 329 |
|
|
2022
Q3 | $627K | Sell |
4,607
-169
| -4% | -$23K | 0.01% | 319 |
|
|
2022
Q2 | $744K | Buy |
4,776
+134
| +3% | +$20.9K | 0.01% | 297 |
|
|
2022
Q1 | $743K | Buy |
4,642
+52
| +1% | +$8.32K | 0.01% | 294 |
|
|
2021
Q4 | $645K | Sell |
4,590
-2,620
| -36% | -$368K | 0.01% | 321 |
|
|
2021
Q3 | $690K | Sell |
7,210
-21
| -0.3% | -$2.01K | 0.01% | 299 |
|
|
2021
Q2 | $719K | Buy |
7,231
+2,000
| +38% | +$199K | 0.02% | 291 |
|
|
2021
Q1 | $599K | Sell |
5,231
-176
| -3% | -$20.2K | 0.03% | 296 |
|
|
2020
Q4 | $584K | Buy |
5,407
+154
| +3% | +$16.6K | 0.03% | 291 |
|
|
2020
Q3 | $480K | Buy |
5,253
+193
| +4% | +$17.6K | 0.04% | 263 |
|
|
2020
Q2 | $469K | Sell |
5,060
-260
| -5% | -$24.1K | 0.04% | 227 |
|
|
2020
Q1 | $391K | Sell |
5,320
-305
| -5% | -$22.4K | 0.04% | 284 |
|
|
2019
Q4 | $529K | Buy |
5,625
+168
| +3% | +$15.8K | 0.05% | 234 |
|
|
2019
Q3 | $623K | Sell |
5,457
-156
| -3% | -$17.8K | 0.07% | 202 |
|
|
2019
Q2 | $603K | Buy |
5,613
+13
| +0.2% | +$1.4K | 0.07% | 215 |
|
|
2019
Q1 | $588K | Buy |
5,600
+635
| +13% | +$66.7K | 0.07% | 196 |
|
|
2018
Q4 | $448K | Sell |
4,965
-83
| -2% | -$7.49K | 0.07% | 199 |
|
|
2018
Q3 | $412K | Buy |
5,048
+8
| +0.2% | +$653 | 0.06% | 220 |
|
|
2018
Q2 | $428K | Buy |
5,040
+370
| +8% | +$31.4K | 0.07% | 202 |
|
|
2018
Q1 | $443K | Buy |
+4,670
| New | +$443K | 0.09% | 181 |
|