Clearstead Advisors’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 | $1.3M | Buy |
13,119
+1,106
| +9% | +$110K | 0.02% | 383 |
|
|
2025
Q1 | $902K | Buy |
12,013
+838
| +7% | +$62.9K | 0.01% | 433 |
|
|
2024
Q4 | $837K | Sell |
11,175
-16,184
| -59% | -$1.21M | 0.01% | 448 |
|
|
2024
Q3 | $1.92M | Sell |
27,359
-44,037
| -62% | -$3.1M | 0.03% | 302 |
|
|
2024
Q2 | $7.62M | Buy |
71,396
+63,626
| +819% | +$6.79M | 0.13% | 141 |
|
|
2024
Q1 | $934K | Sell |
7,770
-75
| -1% | -$9.02K | 0.05% | 234 |
|
|
2023
Q4 | $1.11M | Sell |
7,845
-7,977
| -50% | -$1.13M | 0.06% | 213 |
|
|
2023
Q3 | $1.68M | Buy |
15,822
+7,665
| +94% | +$816K | 0.05% | 232 |
|
|
2023
Q2 | $1.17M | Buy |
8,157
+7,661
| +1,545% | +$1.1M | 0.07% | 187 |
|
|
2023
Q1 | $71.2K | Hold |
496
| – | – | 0.01% | 582 |
|
|
2022
Q4 | $70.2K | Hold |
496
| – | – | 0.01% | 567 |
|
|
2022
Q3 | $68K | Hold |
496
| – | – | 0.01% | 546 |
|
|
2022
Q2 | $77K | Hold |
496
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $79K | Sell |
496
-593
| -54% | -$94.5K | 0.01% | 588 |
|
|
2021
Q4 | $153K | Buy |
1,089
+64
| +6% | +$8.99K | 0.01% | 437 |
|
|
2021
Q3 | $98K | Buy |
1,025
+223
| +28% | +$21.3K | 0.01% | 482 |
|
|
2021
Q2 | $80K | Buy |
802
+13
| +2% | +$1.3K | 0.01% | 488 |
|
|
2021
Q1 | $90K | Sell |
789
-141
| -15% | -$16.1K | 0.01% | 455 |
|
|
2020
Q4 | $100K | Hold |
930
| – | – | 0.01% | 412 |
|
|
2020
Q3 | $85K | Buy |
930
+84
| +10% | +$7.68K | 0.01% | 392 |
|
|
2020
Q2 | $78K | Sell |
846
-1,891
| -69% | -$174K | 0.01% | 380 |
|
|
2020
Q1 | $201K | Sell |
2,737
-1,120
| -29% | -$82.3K | 0.03% | 236 |
|
|
2019
Q4 | $363K | Buy |
3,857
+576
| +18% | +$54.2K | 0.04% | 208 |
|
|
2019
Q3 | $375K | Sell |
3,281
-36
| -1% | -$4.12K | 0.05% | 192 |
|
|
2019
Q2 | $356K | Sell |
3,317
-51
| -2% | -$5.47K | 0.05% | 202 |
|
|
2019
Q1 | $354K | Buy |
3,368
+717
| +27% | +$75.4K | 0.05% | 197 |
|
|
2018
Q4 | $239K | Buy |
+2,651
| New | +$239K | 0.04% | 224 |
|