Principal Securities’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 | $698K | Buy |
7,052
+612
| +10% | +$60.6K | 0.01% | 724 |
|
|
2025
Q1 | $483K | Buy |
6,440
+76
| +1% | +$5.7K | 0.01% | 788 |
|
|
2024
Q4 | $477K | Sell |
6,364
-6,501
| -51% | -$487K | 0.01% | 791 |
|
|
2024
Q3 | $905K | Buy |
12,865
+1,563
| +14% | +$110K | 0.02% | 555 |
|
|
2024
Q2 | $1.21M | Buy |
11,302
+3,833
| +51% | +$409K | 0.03% | 435 |
|
|
2024
Q1 | $995K | Buy |
7,469
+504
| +7% | +$67.1K | 0.03% | 452 |
|
|
2023
Q4 | $989K | Buy |
+6,965
| New | +$989K | 0.04% | 415 |
|