EverSource Wealth Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
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|
2025
Q1 | $26.9K | Buy |
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|
2024
Q4 | $9.22K | Sell |
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|
2024
Q3 | $50.6K | Buy |
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|
2024
Q2 | $68.6K | Buy |
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|
2024
Q1 | $57.5K | Buy |
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|
2023
Q4 | $53.4K | Buy |
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|
2023
Q3 | $35.9K | Sell |
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|
2023
Q2 | $55K | Sell |
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|
2023
Q1 | $70.1K | Sell |
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|
2022
Q4 | $69.6K | Buy |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $109K | Buy |
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