Concord Wealth Partners’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.92K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $16.6K | Hold |
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|
2024
Q2 | $25.3K | Hold |
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|
2024
Q1 | $31.6K | Sell |
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|
2023
Q4 | $41.3K | Hold |
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|
2023
Q3 | $31K | Sell |
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|
2023
Q2 | $49.5K | Sell |
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|
2023
Q1 | $99.3K | Sell |
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|
2022
Q4 | $152K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $171K | Sell |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $108K | Sell |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $160K | Buy |
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