Modera Wealth Management’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 | – | Sell |
|
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|
2025
Q1 | $228K | Buy |
|
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|
2024
Q4 | $227K | Sell |
|
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|
2024
Q3 | $218K | Buy |
|
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|
2024
Q2 | $331K | Sell |
|
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|
2024
Q1 | $418K | Buy |
|
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|
2023
Q4 | $443K | Buy |
|
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|
2023
Q3 | $327K | Sell |
|
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|
2023
Q2 | $442K | Buy |
|
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|
2023
Q1 | $296K | Hold |
|
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|
2022
Q4 | $292K | Sell |
|
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|
2022
Q3 | $449K | Hold |
|
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $715K | Buy |
|