Dana Investment 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 | $270K | Hold |
2,728
| – | – | 0.01% | 508 |
|
|
2025
Q1 | $205K | Hold |
2,728
| – | – | 0.01% | 529 |
|
|
2024
Q4 | $204K | Buy |
+2,728
| New | +$204K | 0.01% | 532 |
|
|
2024
Q3 | – | Sell |
-2,728
| Closed | -$291K | – | 541 |
|
|
2024
Q2 | $291K | Hold |
2,728
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $363K | Hold |
2,728
| – | – | 0.01% | 466 |
|
|
2023
Q4 | $388K | Hold |
2,728
| – | – | 0.02% | 352 |
|
|
2023
Q3 | $290K | Hold |
2,728
| – | – | 0.01% | 366 |
|
|
2023
Q2 | $391K | Hold |
2,728
| – | – | 0.02% | 341 |
|
|
2023
Q1 | $392K | Hold |
2,728
| – | – | 0.02% | 337 |
|
|
2022
Q4 | $386K | Hold |
2,728
| – | – | 0.02% | 342 |
|
|
2022
Q3 | $371K | Hold |
2,728
| – | – | 0.02% | 337 |
|
|
2022
Q2 | $425K | Buy |
+2,728
| New | +$425K | 0.02% | 339 |
|