Envestnet Portfolio Solutions’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,278
| Closed | -$246K | – | 1603 |
|
2024
Q4 | $246K | Sell |
3,278
-4,871
| -60% | -$365K | ﹤0.01% | 1595 |
|
2024
Q3 | $573K | Buy |
8,149
+171
| +2% | +$12K | ﹤0.01% | 1127 |
|
2024
Q2 | $852K | Buy |
7,978
+2,568
| +47% | +$274K | ﹤0.01% | 910 |
|
2024
Q1 | $720K | Buy |
5,410
+239
| +5% | +$31.8K | ﹤0.01% | 966 |
|
2023
Q4 | $735K | Sell |
5,171
-228
| -4% | -$32.4K | ﹤0.01% | 896 |
|
2023
Q3 | $575K | Buy |
+5,399
| New | +$575K | ﹤0.01% | 928 |
|