Crewe 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 | – | Sell |
-102
| Closed | -$7.66K | – | 770 |
|
|
2025
Q1 | $7.66K | Buy |
102
+24
| +31% | +$1.8K | ﹤0.01% | 444 |
|
|
2024
Q4 | $5.85K | Sell |
78
-238
| -75% | -$17.8K | ﹤0.01% | 467 |
|
|
2024
Q3 | $22.2K | Sell |
316
-590
| -65% | -$41.5K | ﹤0.01% | 389 |
|
|
2024
Q2 | $96.7K | Sell |
906
-97
| -10% | -$10.4K | 0.01% | 275 |
|
|
2024
Q1 | $134K | Buy |
+1,003
| New | +$134K | 0.02% | 229 |
|
|
2023
Q3 | – | Sell |
-1,904
| Closed | -$273K | – | 674 |
|
|
2023
Q2 | $273K | Buy |
1,904
+190
| +11% | +$27.3K | 0.04% | 116 |
|
|
2023
Q1 | $246K | Sell |
1,714
-145
| -8% | -$20.8K | 0.04% | 137 |
|
|
2022
Q4 | $263K | Sell |
1,859
-45
| -2% | -$6.37K | 0.04% | 127 |
|
|
2022
Q3 | $259K | Buy |
1,904
+15
| +0.8% | +$2.04K | 0.05% | 118 |
|
|
2022
Q2 | $294K | Buy |
1,889
+255
| +16% | +$39.7K | 0.06% | 93 |
|
|
2022
Q1 | $262K | Buy |
1,634
+775
| +90% | +$124K | 0.05% | 92 |
|
|
2021
Q4 | $121K | Buy |
859
+385
| +81% | +$54.2K | 0.02% | 125 |
|
|
2021
Q3 | $45K | Hold |
474
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $47K | Sell |
474
-79
| -14% | -$7.83K | 0.01% | 158 |
|
|
2021
Q1 | $63K | Buy |
553
+14
| +3% | +$1.6K | 0.02% | 135 |
|
|
2020
Q4 | $58K | Buy |
539
+30
| +6% | +$3.23K | 0.02% | 129 |
|
|
2020
Q3 | $46K | Hold |
509
| – | – | 0.02% | 133 |
|
|
2020
Q2 | $47K | Buy |
509
+35
| +7% | +$3.23K | 0.02% | 108 |
|
|
2020
Q1 | $35K | Hold |
474
| – | – | 0.02% | 102 |
|
|
2019
Q4 | $45K | Sell |
474
-1,168
| -71% | -$111K | 0.02% | 120 |
|
|
2019
Q3 | $187K | Sell |
1,642
-2,347
| -59% | -$267K | 0.09% | 60 |
|
|
2019
Q2 | $428K | Buy |
3,989
+2,623
| +192% | +$281K | 0.14% | 46 |
|
|
2019
Q1 | $143K | Buy |
1,366
+890
| +187% | +$93.2K | 0.05% | 68 |
|
|
2018
Q4 | $43K | Hold |
476
| – | – | 0.01% | 120 |
|
|
2018
Q3 | $39K | Sell |
476
-145
| -23% | -$11.9K | 0.03% | 138 |
|
|
2018
Q2 | $53K | Buy |
621
+347
| +127% | +$29.6K | 0.05% | 115 |
|
|
2018
Q1 | $26K | Hold |
274
| – | – | 0.03% | 166 |
|
|
2017
Q4 | $29K | Buy |
+274
| New | +$29K | 0.03% | 163 |
|