Mount Yale Investment Advisors’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 | $470K | Buy |
4,742
+702
| +17% | +$69.5K | 0.04% | 357 |
|
|
2025
Q1 | $303K | Buy |
+4,040
| New | +$303K | 0.03% | 433 |
|
|
2024
Q3 | – | Sell |
-1,895
| Closed | -$202K | – | 543 |
|
|
2024
Q2 | $202K | Sell |
1,895
-90
| -5% | -$9.61K | 0.02% | 514 |
|
|
2024
Q1 | $264K | Buy |
1,985
+93
| +5% | +$12.4K | 0.02% | 480 |
|
|
2023
Q4 | $269K | Sell |
1,892
-14
| -0.7% | -$1.99K | 0.03% | 437 |
|
|
2023
Q3 | $203K | Buy |
+1,906
| New | +$203K | 0.02% | 474 |
|
|
2021
Q2 | – | Sell |
-9,956
| Closed | -$1.14M | – | 425 |
|
|
2021
Q1 | $1.14M | Sell |
9,956
-607
| -6% | -$69.5K | 0.15% | 141 |
|
|
2020
Q4 | $1.14M | Buy |
10,563
+191
| +2% | +$20.6K | 0.16% | 144 |
|
|
2020
Q3 | $947K | Sell |
10,372
-427
| -4% | -$39K | 0.13% | 153 |
|
|
2020
Q2 | $1M | Sell |
10,799
-1,571
| -13% | -$146K | 0.18% | 126 |
|
|
2020
Q1 | $909K | Sell |
12,370
-10,296
| -45% | -$757K | 0.21% | 119 |
|
|
2019
Q4 | $1.97M | Buy |
22,666
+6,330
| +39% | +$551K | 0.34% | 75 |
|
|
2019
Q3 | $1.76M | Sell |
16,336
-3,905
| -19% | -$420K | 0.31% | 82 |
|
|
2019
Q2 | $1.87M | Buy |
20,241
+126
| +0.6% | +$11.6K | 0.35% | 68 |
|
|
2019
Q1 | $2.11M | Buy |
20,115
+15
| +0.1% | +$1.58K | 0.4% | 63 |
|
|
2018
Q4 | $1.96M | Sell |
20,100
-11,685
| -37% | -$1.14M | 0.4% | 63 |
|
|
2018
Q3 | $2.75M | Buy |
31,785
+8,662
| +37% | +$749K | 0.48% | 45 |
|
|
2018
Q2 | $1.97M | Buy |
23,123
+344
| +2% | +$29.2K | 0.37% | 64 |
|
|
2018
Q1 | $2.16M | Buy |
+22,779
| New | +$2.16M | 0.46% | 55 |
|