Heritage Wealth 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 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $11.3K | Hold |
150
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $11.2K | Sell |
150
-200
| -57% | -$15K | ﹤0.01% | 435 |
|
|
2024
Q3 | $24.6K | Hold |
350
| – | – | ﹤0.01% | 384 |
|
|
2024
Q2 | $37.4K | Hold |
350
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $46.6K | Hold |
350
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $49.7K | Hold |
350
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $37.3K | Hold |
350
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $50.2K | Sell |
350
-27
| -7% | -$3.88K | ﹤0.01% | 328 |
|
|
2023
Q1 | $54.1K | Sell |
377
-57
| -13% | -$8.18K | ﹤0.01% | 312 |
|
|
2022
Q4 | $61.4K | Hold |
434
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $59.1K | Hold |
434
| – | – | ﹤0.01% | 287 |
|
|
2022
Q2 | $68K | Hold |
434
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $70K | Hold |
434
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $61K | Buy |
434
+200
| +85% | +$28.1K | ﹤0.01% | 312 |
|
|
2021
Q3 | $22.4K | Hold |
234
| – | – | ﹤0.01% | 398 |
|
|
2021
Q2 | $23.3K | Hold |
234
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $26.8K | Hold |
234
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $25K | Sell |
234
-84
| -26% | -$8.97K | ﹤0.01% | 386 |
|
|
2020
Q3 | $29K | Hold |
318
| – | – | ﹤0.01% | 318 |
|
|
2020
Q2 | $29.5K | Hold |
318
| – | – | ﹤0.01% | 296 |
|
|
2020
Q1 | $23.4K | Sell |
318
-13
| -4% | -$955 | ﹤0.01% | 304 |
|
|
2019
Q4 | $31.1K | Buy |
331
+181
| +121% | +$17K | ﹤0.01% | 341 |
|
|
2019
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $16.1K | Hold |
150
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $15.8K | Hold |
150
| – | – | ﹤0.01% | 326 |
|
|
2018
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 291 |
|
|
2018
Q3 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 291 |
|