First Trust Direct Indexing’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$226K Sell
2024
Q2
$552K Buy
2024
Q1
$652K Buy
2023
Q4
$635K Buy
2023
Q3
$367K Buy
2023
Q2
$490K Sell
2023
Q1
$576K Buy
2022
Q4
$550K Sell
2022
Q3
$613K Sell
2022
Q2
$747K Buy
2022
Q1
$546K Buy
2021
Q4
$456K Buy
2021
Q3
$274K Buy
2021
Q2
$271K Buy
2021
Q1
Sell
2020
Q4
$168K Buy