Independent Advisor Alliance’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 | $335K | Sell |
3,387
-92
| -3% | -$9.11K | 0.01% | 695 |
|
|
2025
Q1 | $261K | Sell |
3,479
-107
| -3% | -$8.03K | 0.01% | 693 |
|
|
2024
Q4 | $269K | Sell |
3,586
-1,221
| -25% | -$91.5K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $338K | Sell |
4,807
-884
| -16% | -$62.2K | 0.01% | 534 |
|
|
2024
Q2 | $608K | Buy |
5,691
+1,027
| +22% | +$110K | 0.02% | 418 |
|
|
2024
Q1 | $621K | Sell |
4,664
-341
| -7% | -$45.4K | 0.02% | 409 |
|
|
2023
Q4 | $711K | Sell |
5,005
-6,444
| -56% | -$915K | 0.03% | 365 |
|
|
2023
Q3 | $1.22M | Sell |
11,449
-2,116
| -16% | -$225K | 0.06% | 264 |
|
|
2023
Q2 | $1.95M | Sell |
13,565
-292
| -2% | -$41.9K | 0.09% | 199 |
|
|
2023
Q1 | $1.99M | Sell |
13,857
-698
| -5% | -$100K | 0.1% | 195 |
|
|
2022
Q4 | $715K | Sell |
14,555
-1,281
| -8% | -$62.9K | 0.25% | 56 |
|
|
2022
Q3 | $2.16M | Buy |
15,836
+5,001
| +46% | +$681K | 0.13% | 155 |
|
|
2022
Q2 | $1.69M | Buy |
10,835
+1,356
| +14% | +$211K | 0.09% | 183 |
|
|
2022
Q1 | $1.52M | Sell |
9,479
-37
| -0.4% | -$5.93K | 0.07% | 225 |
|
|
2021
Q4 | $1.34M | Sell |
9,516
-2,398
| -20% | -$337K | 0.07% | 231 |
|
|
2021
Q3 | $1.14M | Buy |
11,914
+2,398
| +25% | +$229K | 0.06% | 245 |
|
|
2021
Q2 | $947K | Sell |
9,516
-312
| -3% | -$31K | 0.05% | 293 |
|
|
2021
Q1 | $1.13M | Buy |
9,828
+23
| +0.2% | +$2.63K | 0.07% | 236 |
|
|
2020
Q4 | $1.06M | Buy |
9,805
+3,480
| +55% | +$376K | 0.07% | 209 |
|
|
2020
Q3 | $578K | Sell |
6,325
-275
| -4% | -$25.1K | 0.04% | 257 |
|
|
2020
Q2 | $612K | Sell |
6,600
-2,392
| -27% | -$222K | 0.07% | 228 |
|
|
2020
Q1 | $661K | Buy |
8,992
+2,073
| +30% | +$152K | 0.1% | 179 |
|
|
2019
Q4 | $651K | Sell |
6,919
-12
| -0.2% | -$1.13K | 0.03% | 471 |
|
|
2019
Q3 | $791K | Buy |
6,931
+224
| +3% | +$25.6K | 0.1% | 188 |
|
|
2019
Q2 | $720K | Buy |
6,707
+248
| +4% | +$26.6K | 0.1% | 177 |
|
|
2019
Q1 | $678K | Buy |
6,459
+50
| +0.8% | +$5.25K | 0.1% | 189 |
|
|
2018
Q4 | $579K | Sell |
6,409
-3,932
| -38% | -$355K | 0.1% | 178 |
|
|
2018
Q3 | $850K | Buy |
10,341
+430
| +4% | +$35.3K | 0.15% | 142 |
|
|
2018
Q2 | $842K | Buy |
9,911
+161
| +2% | +$13.7K | 0.18% | 132 |
|
|
2018
Q1 | $920K | Buy |
9,750
+3,230
| +50% | +$305K | 0.21% | 116 |
|
|
2017
Q4 | $711K | Buy |
6,520
+2,165
| +50% | +$236K | 0.16% | 146 |
|
|
2017
Q3 | $385K | Buy |
4,355
+94
| +2% | +$8.31K | 0.11% | 175 |
|
|
2017
Q2 | $283K | Buy |
4,261
+751
| +21% | +$49.9K | 0.09% | 193 |
|
|
2017
Q1 | $270K | Buy |
3,510
+572
| +19% | +$44K | 0.04% | 322 |
|
|
2016
Q4 | $225K | Buy |
+2,938
| New | +$225K | 0.1% | 162 |
|