EverSource Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
1,674
+1,316
| +368% | +$130K | 0.01% | 944 |
|
|
2025
Q1 | $26.9K | Buy |
358
+235
| +191% | +$17.6K | ﹤0.01% | 1536 |
|
|
2024
Q4 | $9.22K | Sell |
123
-596
| -83% | -$44.7K | ﹤0.01% | 2041 |
|
|
2024
Q3 | $50.6K | Buy |
719
+62
| +9% | +$4.36K | ﹤0.01% | 1065 |
|
|
2024
Q2 | $68.6K | Buy |
657
+171
| +35% | +$17.8K | ﹤0.01% | 950 |
|
|
2024
Q1 | $57.5K | Buy |
486
+110
| +29% | +$13K | ﹤0.01% | 917 |
|
|
2023
Q4 | $53.4K | Buy |
376
+39
| +12% | +$5.54K | ﹤0.01% | 874 |
|
|
2023
Q3 | $35.9K | Sell |
337
-46
| -12% | -$4.9K | ﹤0.01% | 934 |
|
|
2023
Q2 | $55K | Sell |
383
-105
| -22% | -$15.1K | 0.01% | 800 |
|
|
2023
Q1 | $70.1K | Sell |
488
-4
| -0.8% | -$574 | 0.01% | 668 |
|
|
2022
Q4 | $69.6K | Buy |
492
+23
| +5% | +$3.25K | 0.01% | 630 |
|
|
2022
Q3 | $63K | Buy |
469
+55
| +13% | +$7.39K | 0.01% | 571 |
|
|
2022
Q2 | $64K | Sell |
414
-96
| -19% | -$14.8K | 0.02% | 530 |
|
|
2022
Q1 | $82K | Sell |
510
-265
| -34% | -$42.6K | 0.02% | 373 |
|
|
2021
Q4 | $109K | Buy |
+775
| New | +$109K | 0.03% | 299 |
|