Gradient Investments’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-118
| Closed | -$12.6K | – | 557 |
|
|
2024
Q2 | $12.6K | Buy |
118
+94
| +392% | +$10K | ﹤0.01% | 705 |
|
|
2024
Q1 | $3.2K | Sell |
24
-7
| -23% | -$932 | ﹤0.01% | 784 |
|
|
2023
Q4 | $4.4K | Buy |
31
+1
| +3% | +$142 | ﹤0.01% | 1027 |
|
|
2023
Q3 | $3.19K | Sell |
30
-4
| -12% | -$426 | ﹤0.01% | 1060 |
|
|
2023
Q2 | $4.88K | Buy |
34
+9
| +36% | +$1.29K | ﹤0.01% | 956 |
|
|
2023
Q1 | $3.59K | Sell |
25
-1
| -4% | -$144 | ﹤0.01% | 1016 |
|
|
2022
Q4 | $3.68K | Hold |
26
| – | – | ﹤0.01% | 985 |
|
|
2022
Q3 | $4K | Sell |
26
-34
| -57% | -$5.23K | ﹤0.01% | 987 |
|
|
2022
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 780 |
|
|
2022
Q1 | $10K | Sell |
60
-74,336
| -100% | -$12.4M | ﹤0.01% | 768 |
|
|
2021
Q4 | $10.5M | Sell |
74,396
-33,470
| -31% | -$4.7M | 0.27% | 111 |
|
|
2021
Q3 | $10.3M | Buy |
107,866
+34,139
| +46% | +$3.27M | 0.29% | 111 |
|
|
2021
Q2 | $7.34M | Buy |
73,727
+6,029
| +9% | +$600K | 0.21% | 122 |
|
|
2021
Q1 | $7.75M | Buy |
67,698
+21,862
| +48% | +$2.5M | 0.25% | 113 |
|
|
2020
Q4 | $4.19M | Sell |
45,836
-274
| -0.6% | -$25K | 0.18% | 122 |
|
|
2020
Q3 | $4.21M | Buy |
+46,110
| New | +$4.21M | 0.18% | 123 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1122 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1123 |
|
|
2019
Q3 | $0 | Sell |
3
-91
| -97% | – | ﹤0.01% | 1129 |
|
|
2019
Q2 | $10K | Hold |
94
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $10K | Hold |
94
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 623 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$1K | – | 1041 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 887 |
|
|
2013
Q4 | – | Sell |
-24
| Closed | -$1K | – | 592 |
|
|
2013
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 439 |
|
|
2013
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 396 |
|