OneDigital 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 | $497K | Buy |
5,017
+779
| +18% | +$77.2K | 0.01% | 900 |
|
|
2025
Q1 | $318K | Buy |
4,238
+1,482
| +54% | +$111K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $207K | Sell |
2,756
-452
| -14% | -$33.9K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $226K | Buy |
3,208
+358
| +13% | +$25.2K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $304K | Buy |
+2,850
| New | +$304K | ﹤0.01% | 1104 |
|
|
2023
Q3 | – | Sell |
-1,517
| Closed | -$218K | – | 1000 |
|
|
2023
Q2 | $218K | Sell |
1,517
-320
| -17% | -$45.9K | ﹤0.01% | 931 |
|
|
2023
Q1 | $264K | Buy |
+1,837
| New | +$264K | 0.01% | 822 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$3K | – | 656 |
|
|
2019
Q2 | $3K | Sell |
30
-148
| -83% | -$14.8K | ﹤0.01% | 1084 |
|
|
2019
Q1 | $19K | Sell |
178
-207
| -54% | -$22.1K | ﹤0.01% | 743 |
|
|
2018
Q4 | $35K | Buy |
385
+185
| +93% | +$16.8K | 0.01% | 529 |
|
|
2018
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 724 |
|
|
2018
Q2 | – | Sell |
-949
| Closed | -$90K | – | 1330 |
|
|
2018
Q1 | $90K | Buy |
+949
| New | +$90K | 0.02% | 369 |
|