NorthRock 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 | $467K | Buy |
4,717
+1,413
| +43% | +$140K | 0.01% | 416 |
|
|
2025
Q1 | $248K | Sell |
3,304
-1,830
| -36% | -$137K | 0.01% | 505 |
|
|
2024
Q4 | $385K | Buy |
+5,134
| New | +$385K | 0.01% | 414 |
|
|
2024
Q3 | – | Sell |
-2,352
| Closed | -$251K | – | 835 |
|
|
2024
Q2 | $251K | Sell |
2,352
-177
| -7% | -$18.9K | 0.01% | 516 |
|
|
2024
Q1 | $337K | Buy |
2,529
+923
| +57% | +$123K | 0.01% | 453 |
|
|
2023
Q4 | $228K | Buy |
+1,606
| New | +$228K | 0.01% | 512 |
|