Integrated Wealth Concepts’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
Q2 | $953K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $460K | Sell |
|
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $1.1M | Sell |
|
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $993K | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $723K | Sell |
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|
2021
Q1 | $833K | Buy |
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|
2020
Q4 | $782K | Buy |
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|
2020
Q3 | $660K | Buy |
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|
2020
Q2 | $661K | Buy |
|