Evergreen Private Wealth’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 |
-1
| Closed | -$75 | – | 193 |
|
|
2024
Q4 | $75 | Sell |
1
-9
| -90% | -$675 | ﹤0.01% | 196 |
|
|
2024
Q3 | $703 | Sell |
10
-419
| -98% | -$29.5K | ﹤0.01% | 191 |
|
|
2024
Q2 | $45.8K | Sell |
429
-35,557
| -99% | -$3.8M | 0.02% | 121 |
|
|
2024
Q1 | $4.79M | Buy |
35,986
+13,218
| +58% | +$1.76M | 2.4% | 13 |
|
|
2023
Q4 | $3.23M | Buy |
+22,768
| New | +$3.23M | 1.74% | 25 |
|