Cornerstone Planning 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 | $4.86K | Buy |
42
+18
| +75% | +$2.08K | ﹤0.01% | 731 |
|
|
2025
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 985 |
|
|
2024
Q4 | – | Sell |
-3
| Closed | -$194 | – | 1423 |
|
|
2024
Q3 | $194 | Sell |
3
-10
| -77% | -$647 | ﹤0.01% | 1230 |
|
|
2024
Q2 | $1.26K | Buy |
+13
| New | +$1.26K | ﹤0.01% | 889 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$142 | – | 1126 |
|
|
2023
Q4 | $142 | Hold |
1
| – | – | ﹤0.01% | 882 |
|
|
2023
Q3 | $106 | Buy |
+1
| New | +$106 | ﹤0.01% | 1095 |
|