Farther Finance Advisors’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 | $206K | Buy |
2,082
+47
| +2% | +$4.66K | ﹤0.01% | 1368 |
|
2025
Q1 | $153K | Sell |
2,035
-353
| -15% | -$26.6K | ﹤0.01% | 1333 |
|
2024
Q4 | $179K | Buy |
2,388
+111
| +5% | +$8.32K | 0.01% | 1039 |
|
2024
Q3 | $160K | Buy |
2,277
+1,797
| +374% | +$126K | 0.01% | 1089 |
|
2024
Q2 | $51.4K | Sell |
480
-11
| -2% | -$1.18K | ﹤0.01% | 1403 |
|
2024
Q1 | $66.7K | Buy |
491
+81
| +20% | +$11K | ﹤0.01% | 1086 |
|
2023
Q4 | $58.2K | Buy |
410
+127
| +45% | +$18K | ﹤0.01% | 988 |
|
2023
Q3 | $30.1K | Buy |
283
+55
| +24% | +$5.86K | ﹤0.01% | 966 |
|
2023
Q2 | $32.7K | Buy |
228
+120
| +111% | +$17.2K | 0.01% | 818 |
|
2023
Q1 | $15.5K | Buy |
108
+5
| +5% | +$718 | ﹤0.01% | 976 |
|
2022
Q4 | $14.6K | Buy |
+103
| New | +$14.6K | 0.01% | 828 |
|