Plante Moran Financial Advisors’s Dollar Tree DLTR Stock Holding History

Plante Moran Financial Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-273	Closed	-$38.8K	–	871
2023 Q4	$38.8K	Buy	273 +57	+26%	+$8.1K	﹤0.01%	352
2023 Q3	$23K	Hold	216	–	–	﹤0.01%	406
2023 Q2	$31K	Hold	216	–	–	﹤0.01%	371
2023 Q1	$31K	Hold	216	–	–	﹤0.01%	370
2022 Q4	$30.6K	Sell	216 -94	-30%	-$13.3K	﹤0.01%	383
2022 Q3	$42K	Sell	310 -44	-12%	-$5.96K	0.01%	332
2022 Q2	$55K	Buy	354 +260	+277%	+$40.4K	0.01%	302
2022 Q1	$15K	Sell	94 -33	-26%	-$5.27K	﹤0.01%	543
2021 Q4	$18K	Buy	+127	New	+$18K	﹤0.01%	581
2021 Q3	–	Sell	-310	Closed	-$31K	–	943
2021 Q2	$31K	Hold	310	–	–	0.01%	464
2021 Q1	$35K	Hold	310	–	–	0.01%	430
2020 Q4	$33K	Hold	310	–	–	0.01%	428
2020 Q3	$28K	Hold	310	–	–	0.01%	424
2020 Q2	$29K	Hold	310	–	–	0.01%	368
2020 Q1	$23K	Sell	310 -322	-51%	-$23.9K	0.01%	361
2019 Q4	$59K	Hold	632	–	–	0.02%	295
2019 Q3	$72K	Hold	632	–	–	0.02%	285
2019 Q2	$68K	Buy	632 +322	+104%	+$34.6K	0.02%	275
2019 Q1	$33K	Sell	310 -80	-21%	-$8.52K	0.01%	400
2018 Q4	$35K	Buy	390 +80	+26%	+$7.18K	0.01%	354
2018 Q3	$25K	Hold	310	–	–	0.01%	407
2018 Q2	$26K	Hold	310	–	–	0.01%	438
2018 Q1	$29K	Hold	310	–	–	0.02%	438
2017 Q4	$33K	Hold	310	–	–	0.02%	420
2017 Q3	$27K	Hold	310	–	–	0.02%	421
2017 Q2	$22K	Hold	310	–	–	0.01%	454
2017 Q1	$24K	Sell	310 -143	-32%	-$11.1K	0.01%	447
2016 Q4	$35K	Buy	453 +143	+46%	+$11K	0.02%	388
2016 Q3	$24K	Hold	310	–	–	0.02%	454
2016 Q2	$29K	Sell	310 -113	-27%	-$10.6K	0.02%	368
2016 Q1	$35K	Buy	423 +113	+36%	+$9.35K	0.03%	309
2015 Q4	$24K	Hold	310	–	–	0.02%	415
2015 Q3	$21K	Sell	310 -60	-16%	-$4.07K	0.02%	374
2015 Q2	$29K	Hold	370	–	–	0.02%	372
2015 Q1	$30K	Hold	370	–	–	0.02%	350
2014 Q4	$26K	Sell	370 -160	-30%	-$11.2K	0.02%	374
2014 Q3	$30K	Hold	530	–	–	0.03%	335
2014 Q2	$29K	Buy	+530	New	+$29K	0.03%	316