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