Prestige Wealth Management Group’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 | $13.7K | Sell |
138
-15
| -10% | -$1.49K | ﹤0.01% | 390 |
|
|
2025
Q1 | $11.5K | Buy |
153
+39
| +34% | +$2.93K | ﹤0.01% | 412 |
|
|
2024
Q4 | $8.54K | Hold |
114
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $8.02K | Buy |
114
+8
| +8% | +$563 | ﹤0.01% | 498 |
|
|
2024
Q2 | $11.3K | Sell |
106
-4
| -4% | -$427 | ﹤0.01% | 385 |
|
|
2024
Q1 | $14.6K | Hold |
110
| – | – | ﹤0.01% | 385 |
|
|
2023
Q4 | $15.6K | Buy |
110
+1
| +0.9% | +$142 | ﹤0.01% | 363 |
|
|
2023
Q3 | $11.6K | Buy |
109
+3
| +3% | +$319 | ﹤0.01% | 410 |
|
|
2023
Q2 | $15.2K | Sell |
106
-28
| -21% | -$4.02K | ﹤0.01% | 391 |
|
|
2023
Q1 | $19.2K | Sell |
134
-10
| -7% | -$1.44K | ﹤0.01% | 343 |
|
|
2022
Q4 | $20.4K | Sell |
144
-37
| -20% | -$5.23K | 0.01% | 351 |
|
|
2022
Q3 | $25K | Hold |
181
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $29K | Hold |
181
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $29K | Hold |
181
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $25K | Buy |
181
+24
| +15% | +$3.32K | 0.01% | 342 |
|
|
2021
Q3 | $15K | Hold |
157
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $15K | Hold |
157
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $18K | Sell |
157
-5
| -3% | -$573 | ﹤0.01% | 373 |
|
|
2020
Q4 | $17K | Sell |
162
-6
| -4% | -$630 | ﹤0.01% | 375 |
|
|
2020
Q3 | $15K | Buy |
168
+7
| +4% | +$625 | ﹤0.01% | 384 |
|
|
2020
Q2 | $15K | Sell |
161
-10
| -6% | -$932 | 0.01% | 370 |
|
|
2020
Q1 | $12K | Buy |
+171
| New | +$12K | 0.01% | 350 |
|
|
2019
Q1 | – | Sell |
-108
| Closed | -$10K | – | 663 |
|
|
2018
Q4 | $10K | Buy |
+108
| New | +$10K | 0.01% | 427 |
|