HB Wealth Management’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 | $329K | Buy |
+3,319
| New | +$329K | ﹤0.01% | 888 |
|
|
2024
Q3 | – | Sell |
-2,920
| Closed | -$312K | – | 963 |
|
|
2024
Q2 | $312K | Sell |
2,920
-91
| -3% | -$9.72K | ﹤0.01% | 692 |
|
|
2024
Q1 | $401K | Buy |
3,011
+199
| +7% | +$26.5K | 0.01% | 559 |
|
|
2023
Q4 | $399K | Buy |
+2,812
| New | +$399K | 0.01% | 518 |
|