Personal Capital Advisors’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$58M Buy
410,261
+5,766
+1% +$816K 0.28% 82
2022
Q3
$55.1M Buy
404,495
+10,082
+3% +$1.37M 0.3% 79
2022
Q2
$61.5M Sell
394,413
-128,578
-25% -$20M 0.32% 70
2022
Q1
$83.8M Buy
522,991
+6,093
+1% +$976K 0.39% 57
2021
Q4
$72.7M Buy
516,898
+71,309
+16% +$10M 0.34% 69
2021
Q3
$42.7M Sell
445,589
-65,526
-13% -$6.27M 0.21% 108
2021
Q2
$50.9M Buy
511,115
+27,486
+6% +$2.73M 0.26% 95
2021
Q1
$55.4M Buy
483,629
+28,155
+6% +$3.22M 0.32% 76
2020
Q4
$49.2M Buy
455,474
+14,317
+3% +$1.55M 0.31% 74
2020
Q3
$40.3M Buy
441,157
+5,221
+1% +$477K 0.3% 81
2020
Q2
$40.4M Buy
435,936
+13,134
+3% +$1.22M 0.33% 74
2020
Q1
$31.2M Buy
422,802
+53,857
+15% +$3.97M 0.31% 76
2019
Q4
$34.7M Buy
368,945
+48,849
+15% +$4.59M 0.29% 84
2019
Q3
$36.5M Buy
320,096
+10,995
+4% +$1.26M 0.35% 75
2019
Q2
$33.2M Buy
309,101
+13,385
+5% +$1.44M 0.34% 76
2019
Q1
$31.1M Buy
295,716
+33,833
+13% +$3.55M 0.35% 75
2018
Q4
$23.7M Buy
261,883
+17,898
+7% +$1.62M 0.32% 80
2018
Q3
$19.9M Buy
243,985
+1,933
+0.8% +$158K 0.26% 98
2018
Q2
$20.6M Buy
242,052
+16,702
+7% +$1.42M 0.29% 90
2018
Q1
$21.4M Buy
225,350
+16,101
+8% +$1.53M 0.33% 81
2017
Q4
$22.5M Buy
209,249
+12,332
+6% +$1.32M 0.38% 68
2017
Q3
$17.1M Buy
196,917
+20,664
+12% +$1.79M 0.33% 79
2017
Q2
$12.3M Buy
176,253
+171,462
+3,579% +$12M 0.27% 89
2017
Q1
$376K Buy
+4,791
New +$376K 0.01% 175