Chicago Partners Investment Group’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 | $319K | Buy |
+2,780
| New | +$319K | 0.01% | 803 |
|
|
2022
Q1 | – | Sell |
-3,488
| Closed | -$478K | – | 577 |
|
|
2021
Q4 | $478K | Sell |
3,488
-1,717
| -33% | -$235K | 0.03% | 345 |
|
|
2021
Q3 | $591K | Sell |
5,205
-187
| -3% | -$21.2K | 0.04% | 304 |
|
|
2021
Q2 | $542K | Sell |
5,392
-449
| -8% | -$45.1K | 0.04% | 313 |
|
|
2021
Q1 | $666K | Buy |
5,841
+662
| +13% | +$75.5K | 0.05% | 260 |
|
|
2020
Q4 | $559K | Buy |
5,179
+1,617
| +45% | +$175K | 0.05% | 251 |
|
|
2020
Q3 | $334K | Buy |
+3,562
| New | +$334K | 0.04% | 299 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$4K | – | 963 |
|
|
2018
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 858 |
|
|
2017
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 807 |
|