HighMark 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 | – | Sell |
-50
| Closed | -$3.75K | – | 625 |
|
|
2025
Q1 | $3.75K | Buy |
+50
| New | +$3.75K | ﹤0.01% | 397 |
|
|
2024
Q3 | – | Sell |
-71
| Closed | -$7.58K | – | 601 |
|
|
2024
Q2 | $7.58K | Buy |
71
+6
| +9% | +$641 | ﹤0.01% | 328 |
|
|
2024
Q1 | $8.66K | Hold |
65
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $9.23K | Buy |
65
+4
| +7% | +$568 | 0.01% | 277 |
|
|
2023
Q3 | $6.49K | Buy |
61
+6
| +11% | +$639 | 0.01% | 317 |
|
|
2023
Q2 | $7.89K | Buy |
55
+2
| +4% | +$287 | 0.01% | 290 |
|
|
2023
Q1 | $7.61K | Buy |
53
+5
| +10% | +$718 | 0.01% | 333 |
|
|
2022
Q4 | $6.79K | Buy |
48
+5
| +12% | +$707 | 0.01% | 304 |
|
|
2022
Q3 | $6K | Hold |
43
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $7K | Buy |
+43
| New | +$7K | 0.01% | 294 |
|