Carolinas Wealth Consulting’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 | – | Sell |
-43
| Closed | -$3.23K | – | 236 |
|
|
2025
Q1 | $3.23K | Sell |
43
-22
| -34% | -$1.65K | ﹤0.01% | 687 |
|
|
2024
Q4 | $4.87K | Buy |
65
+22
| +51% | +$1.65K | ﹤0.01% | 645 |
|
|
2024
Q3 | $3.02K | Hold |
43
| – | – | ﹤0.01% | 745 |
|
|
2024
Q2 | $4.59K | Sell |
43
-2
| -4% | -$214 | ﹤0.01% | 663 |
|
|
2024
Q1 | $5.99K | Buy |
45
+2
| +5% | +$266 | ﹤0.01% | 624 |
|
|
2023
Q4 | $6.11K | Hold |
43
| – | – | ﹤0.01% | 598 |
|
|
2023
Q3 | $4.78K | Sell |
43
-194
| -82% | -$21.6K | ﹤0.01% | 611 |
|
|
2023
Q2 | $34K | Sell |
237
-220
| -48% | -$31.6K | 0.01% | 407 |
|
|
2023
Q1 | $65.6K | Sell |
457
-144
| -24% | -$20.7K | 0.01% | 321 |
|
|
2022
Q4 | $85K | Sell |
601
-215
| -26% | -$30.4K | 0.02% | 283 |
|
|
2022
Q3 | $111K | Buy |
816
+84
| +11% | +$11.4K | 0.03% | 222 |
|
|
2022
Q2 | $114K | Buy |
732
+215
| +42% | +$33.5K | 0.03% | 228 |
|
|
2022
Q1 | $83K | Buy |
517
+457
| +762% | +$73.4K | 0.02% | 275 |
|
|
2021
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $6K | Sell |
60
-195
| -76% | -$19.5K | ﹤0.01% | 648 |
|
|
2021
Q2 | $25K | Hold |
255
| – | – | 0.01% | 462 |
|
|
2021
Q1 | $29K | Sell |
255
-2
| -0.8% | -$227 | 0.01% | 448 |
|
|
2020
Q4 | $28K | Hold |
257
| – | – | 0.01% | 422 |
|
|
2020
Q3 | $23K | Buy |
257
+153
| +147% | +$13.7K | 0.01% | 373 |
|
|
2020
Q2 | $10K | Buy |
+104
| New | +$10K | ﹤0.01% | 338 |
|