CIA
Cascade Investment Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,375
| Closed | -$308K | – | 115 |
|
|
2024
Q3 | $308K | Sell |
4,375
-2,823
| -39% | -$199K | 0.2% | 99 |
|
|
2024
Q2 | $769K | Buy |
7,198
+888
| +14% | +$94.8K | 0.52% | 85 |
|
|
2024
Q1 | $840K | Buy |
+6,310
| New | +$840K | 0.55% | 86 |
|
|
2022
Q2 | – | Sell |
-10,740
| Closed | -$1.72M | – | 243 |
|
|
2022
Q1 | $1.72M | Sell |
10,740
-155
| -1% | -$24.8K | 1.05% | 27 |
|
|
2021
Q4 | $1.53M | Sell |
10,895
-100
| -0.9% | -$14.1K | 0.9% | 45 |
|
|
2021
Q3 | $1.05M | Buy |
10,995
+495
| +5% | +$47.4K | 0.69% | 81 |
|
|
2021
Q2 | $1.04M | Buy |
10,500
+255
| +2% | +$25.4K | 0.66% | 86 |
|
|
2021
Q1 | $1.17M | Buy |
10,245
+225
| +2% | +$25.8K | 0.76% | 69 |
|
|
2020
Q4 | $1.08M | Buy |
+10,020
| New | +$1.08M | 0.79% | 64 |
|