Legacy Capital Wealth Partners’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 |
-6,216
| Closed | -$467K | – | 375 |
|
|
2025
Q1 | $467K | Buy |
6,216
+1,633
| +36% | +$123K | 0.11% | 193 |
|
|
2024
Q4 | $343K | Sell |
4,583
-2,292
| -33% | -$172K | 0.09% | 246 |
|
|
2024
Q3 | $483K | Buy |
6,875
+4,321
| +169% | +$304K | 0.1% | 202 |
|
|
2024
Q2 | $273K | Buy |
+2,554
| New | +$273K | 0.07% | 257 |
|
|
2024
Q1 | – | Sell |
-1,995
| Closed | -$283K | – | 171 |
|
|
2023
Q4 | $283K | Sell |
1,995
-245
| -11% | -$34.8K | 0.08% | 224 |
|
|
2023
Q3 | $238K | Buy |
+2,240
| New | +$238K | 0.07% | 242 |
|
|
2023
Q2 | – | Sell |
-1,824
| Closed | -$262K | – | 92 |
|
|
2023
Q1 | $262K | Buy |
+1,824
| New | +$262K | 0.07% | 210 |
|