Mount Yale Investment Advisors’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 | $470K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $947K | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $909K | Sell |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $2.11M | Buy |
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|
2018
Q4 | $1.96M | Sell |
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|
2018
Q3 | $2.75M | Buy |
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|
2018
Q2 | $1.97M | Buy |
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|
2018
Q1 | $2.16M | Buy |
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