Inspire Investing’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,464
| Closed | -$260K | – | 823 |
|
|
2024
Q4 | $260K | Sell |
3,464
-560
| -14% | -$38.4K | 0.03% | 774 |
|
|
2024
Q3 | $283K | Buy |
4,024
+1,549
| +63% | +$141K | 0.03% | 818 |
|
|
2024
Q2 | $264K | Sell |
2,475
-839
| -25% | -$99.1K | 0.03% | 759 |
|
|
2024
Q1 | $441K | Buy |
3,314
+185
| +6% | +$25.5K | 0.05% | 347 |
|
|
2023
Q4 | $444K | Sell |
3,129
-306
| -9% | -$36.2K | 0.05% | 328 |
|
|
2023
Q3 | $366K | Buy |
3,435
+708
| +26% | +$94.8K | 0.05% | 314 |
|
|
2023
Q2 | $391K | Buy |
2,727
+108
| +4% | +$15.9K | 0.05% | 348 |
|
|
2023
Q1 | $376K | Buy |
2,619
+199
| +8% | +$28.9K | 0.05% | 307 |
|
|
2022
Q4 | $342K | Sell |
2,420
-3,489
| -59% | -$519K | 0.04% | 282 |
|
|
2022
Q3 | $804K | Buy |
5,909
+3,953
| +202% | +$615K | 0.11% | 150 |
|
|
2022
Q2 | $305K | Sell |
1,956
-303
| -13% | -$48K | 0.04% | 266 |
|
|
2022
Q1 | $362K | Sell |
2,259
-1,747
| -44% | -$247K | 0.04% | 280 |
|
|
2021
Q4 | $563K | Sell |
4,006
-112
| -3% | -$13.6K | 0.06% | 211 |
|
|
2021
Q3 | $394K | Buy |
4,118
+302
| +8% | +$29K | 0.05% | 243 |
|
|
2021
Q2 | $380K | Buy |
3,816
+159
| +4% | +$17.3K | 0.05% | 467 |
|
|
2021
Q1 | $419K | Buy |
3,657
+263
| +8% | +$28.3K | 0.06% | 380 |
|
|
2020
Q4 | $367K | Sell |
3,394
-2,765
| -45% | -$278K | 0.08% | 337 |
|
|
2020
Q3 | $563K | Buy |
6,159
+2,202
| +56% | +$207K | 0.15% | 139 |
|
|
2020
Q2 | $367K | Sell |
3,957
-363
| -8% | -$30.3K | 0.13% | 157 |
|
|
2020
Q1 | $317K | Sell |
4,320
-1,620
| -27% | -$138K | 0.13% | 203 |
|
|
2019
Q4 | $559K | Buy |
5,940
+1,442
| +32% | +$151K | 0.2% | 169 |
|
|
2019
Q3 | $513K | Buy |
4,498
+42
| +0.9% | +$4.39K | 0.2% | 160 |
|
|
2019
Q2 | $478K | Sell |
4,456
-1
| -0% | -$105 | 0.2% | 193 |
|
|
2019
Q1 | $468K | Buy |
4,457
+1,245
| +39% | +$122K | 0.22% | 150 |
|
|
2018
Q4 | $290K | Sell |
3,212
-140
| -4% | -$11.8K | 0.2% | 131 |
|
|
2018
Q3 | $273K | Buy |
3,352
+207
| +7% | +$18.2K | 0.17% | 194 |
|
|
2018
Q2 | $267K | Buy |
3,145
+600
| +24% | +$55.3K | 0.19% | 174 |
|
|
2018
Q1 | $242K | Buy |
2,545
+867
| +52% | +$90.9K | 0.25% | 137 |
|
|
2017
Q4 | $180K | Buy |
+1,678
| New | +$164K | 0.15% | 124 |
|
Other funds holding DLTR
MRL
EIG
