Fortis Group 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 | $308K | Buy |
2,715
+2,703
| +22,525% | +$307K | 0.06% | 182 |
|
|
2025
Q1 | $901 | Hold |
12
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $899 | Hold |
12
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $844 | Hold |
12
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $1.28K | Hold |
12
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $1.6K | Sell |
12
-12
| -50% | -$1.6K | ﹤0.01% | 441 |
|
|
2023
Q4 | $3.41K | Buy |
24
+12
| +100% | +$1.71K | ﹤0.01% | 377 |
|
|
2023
Q3 | $1.28K | Buy |
+12
| New | +$1.28K | ﹤0.01% | 384 |
|
|
2020
Q3 | $1.15M | Buy |
+12,595
| New | +$1.15M | 0.22% | 56 |
|