Evergreen Capital Management’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 | $363K | Buy |
3,664
+406
| +12% | +$40.2K | 0.01% | 710 |
|
|
2025
Q1 | $245K | Buy |
3,258
+280
| +9% | +$21K | 0.01% | 873 |
|
|
2024
Q4 | $223K | Buy |
+2,978
| New | +$223K | 0.01% | 916 |
|
|
2024
Q2 | – | Sell |
-1,690
| Closed | -$225K | – | 964 |
|
|
2024
Q1 | $225K | Buy |
1,690
+18
| +1% | +$2.4K | 0.01% | 748 |
|
|
2023
Q4 | $238K | Buy |
+1,672
| New | +$238K | 0.01% | 695 |
|
|
2023
Q3 | – | Sell |
-1,650
| Closed | -$237K | – | 808 |
|
|
2023
Q2 | $237K | Sell |
1,650
-190
| -10% | -$27.3K | 0.01% | 655 |
|
|
2023
Q1 | $264K | Buy |
1,840
+418
| +29% | +$60K | 0.01% | 550 |
|
|
2022
Q4 | $201K | Sell |
1,422
-61
| -4% | -$8.63K | 0.01% | 618 |
|
|
2022
Q3 | $202K | Sell |
1,483
-37
| -2% | -$5.04K | 0.01% | 561 |
|
|
2022
Q2 | $237K | Sell |
1,520
-198
| -12% | -$30.9K | 0.01% | 481 |
|
|
2022
Q1 | $275K | Buy |
1,718
+109
| +7% | +$17.4K | 0.01% | 510 |
|
|
2021
Q4 | $226K | Sell |
1,609
-19,127
| -92% | -$2.69M | 0.01% | 564 |
|
|
2021
Q3 | $1.99M | Buy |
20,736
+157
| +0.8% | +$15K | 0.09% | 212 |
|
|
2021
Q2 | $2.05M | Buy |
20,579
+684
| +3% | +$68.1K | 0.1% | 202 |
|
|
2021
Q1 | $2.28M | Sell |
19,895
-2,229
| -10% | -$255K | 0.12% | 183 |
|
|
2020
Q4 | $2.39M | Sell |
22,124
-404
| -2% | -$43.6K | 0.14% | 153 |
|
|
2020
Q3 | $2.06M | Sell |
22,528
-1,010
| -4% | -$92.3K | 0.14% | 147 |
|
|
2020
Q2 | $2.18M | Buy |
23,538
+510
| +2% | +$47.3K | 0.17% | 128 |
|
|
2020
Q1 | $1.69M | Buy |
+23,028
| New | +$1.69M | 0.16% | 123 |
|