Checchi Capital Advisers’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 | $325K | Sell |
3,279
-16
| -0.5% | -$1.59K | 0.02% | 429 |
|
|
2025
Q1 | $247K | Sell |
3,295
-95
| -3% | -$7.13K | 0.01% | 504 |
|
|
2024
Q4 | $254K | Buy |
3,390
+180
| +6% | +$13.5K | 0.01% | 477 |
|
|
2024
Q3 | $226K | Sell |
3,210
-384
| -11% | -$27K | 0.01% | 520 |
|
|
2024
Q2 | $384K | Sell |
3,594
-174
| -5% | -$18.6K | 0.02% | 378 |
|
|
2024
Q1 | $502K | Buy |
3,768
+9
| +0.2% | +$1.2K | 0.04% | 322 |
|
|
2023
Q4 | $534K | Buy |
3,759
+147
| +4% | +$20.9K | 0.04% | 292 |
|
|
2023
Q3 | $384K | Buy |
3,612
+1,793
| +99% | +$191K | 0.04% | 348 |
|
|
2023
Q2 | $261K | Buy |
1,819
+41
| +2% | +$5.88K | 0.02% | 469 |
|
|
2023
Q1 | $255K | Sell |
1,778
-55
| -3% | -$7.9K | 0.02% | 463 |
|
|
2022
Q4 | $259K | Sell |
1,833
-61
| -3% | -$8.63K | 0.03% | 442 |
|
|
2022
Q3 | $258K | Buy |
1,894
+31
| +2% | +$4.22K | 0.02% | 424 |
|
|
2022
Q2 | $308K | Buy |
1,863
+230
| +14% | +$38K | 0.03% | 414 |
|
|
2022
Q1 | $262K | Buy |
1,633
+99
| +6% | +$15.9K | 0.02% | 438 |
|
|
2021
Q4 | $216K | Buy |
+1,534
| New | +$216K | 0.02% | 478 |
|
|
2021
Q2 | – | Sell |
-2,045
| Closed | -$234K | – | 537 |
|
|
2021
Q1 | $234K | Buy |
2,045
+39
| +2% | +$4.46K | 0.02% | 436 |
|
|
2020
Q4 | $217K | Buy |
+2,006
| New | +$217K | 0.02% | 433 |
|
|
2020
Q3 | – | Sell |
-2,268
| Closed | -$210K | – | 458 |
|
|
2020
Q2 | $210K | Buy |
+2,268
| New | +$210K | 0.03% | 389 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$212K | – | 404 |
|
|
2019
Q4 | $212K | Buy |
2,250
+2
| +0.1% | +$188 | 0.03% | 394 |
|
|
2019
Q3 | $257K | Sell |
2,248
-311
| -12% | -$35.6K | 0.03% | 323 |
|
|
2019
Q2 | $275K | Sell |
2,559
-10
| -0.4% | -$1.08K | 0.04% | 308 |
|
|
2019
Q1 | $270K | Buy |
2,569
+201
| +8% | +$21.1K | 0.03% | 303 |
|
|
2018
Q4 | $214K | Sell |
2,368
-156
| -6% | -$14.1K | 0.03% | 319 |
|
|
2018
Q3 | $206K | Buy |
2,524
+102
| +4% | +$8.33K | 0.02% | 411 |
|
|
2018
Q2 | $206K | Buy |
2,422
+85
| +4% | +$7.23K | 0.03% | 369 |
|
|
2018
Q1 | $222K | Buy |
2,337
+67
| +3% | +$6.37K | 0.03% | 353 |
|
|
2017
Q4 | $244K | Buy |
+2,270
| New | +$244K | 0.03% | 336 |
|
|
2016
Q3 | – | Sell |
-1,302
| Closed | -$123K | – | 609 |
|
|
2016
Q2 | $123K | Sell |
1,302
-5
| -0.4% | -$472 | 0.01% | 491 |
|
|
2016
Q1 | $108K | Buy |
+1,307
| New | +$108K | 0.02% | 550 |
|