CX Institutional’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
$265K Buy
2,673
+2,098
+365% +$208K 0.01% 539
2025
Q1
$43K Buy
+575
New +$43K ﹤0.01% 854
2022
Q3
Sell
-713
Closed -$111K 625
2022
Q2
$111K Buy
+713
New +$111K 0.01% 538
2021
Q4
Sell
-408
Closed -$39K 468
2021
Q3
$39K Sell
408
-98
-19% -$9.37K ﹤0.01% 621
2021
Q2
$50K Buy
506
+123
+32% +$12.2K ﹤0.01% 565
2021
Q1
$44K Buy
383
+80
+26% +$9.19K ﹤0.01% 515
2020
Q4
$33K Buy
303
+137
+83% +$14.9K ﹤0.01% 513
2020
Q3
$15K Buy
166
+24
+17% +$2.17K ﹤0.01% 606
2020
Q2
$13K Buy
142
+77
+118% +$7.05K ﹤0.01% 521
2020
Q1
$5K Buy
65
+19
+41% +$1.46K ﹤0.01% 542
2019
Q4
$4K Sell
46
-24
-34% -$2.09K ﹤0.01% 578
2019
Q3
$8K Sell
70
-26
-27% -$2.97K ﹤0.01% 492
2019
Q2
$10K Sell
96
-17
-15% -$1.77K ﹤0.01% 487
2019
Q1
$12K Buy
113
+102
+927% +$10.8K ﹤0.01% 437
2018
Q4
$1K Buy
+11
New +$1K ﹤0.01% 481