Kestra Private Wealth Services’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
Q4 | $274K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $204K | Buy |
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