Private 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 | $20.6K | Buy |
208
+6
| +3% | +$594 | 0.01% | 293 |
|
|
2025
Q1 | $15.2K | Sell |
202
-27
| -12% | -$2.03K | 0.01% | 362 |
|
|
2024
Q4 | $17.2K | Buy |
229
+155
| +209% | +$11.6K | 0.01% | 341 |
|
|
2024
Q3 | $5.2K | Sell |
74
-20
| -21% | -$1.41K | ﹤0.01% | 718 |
|
|
2024
Q2 | $10K | Sell |
94
-47
| -33% | -$5.02K | ﹤0.01% | 441 |
|
|
2024
Q1 | $18.8K | Hold |
141
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $20K | Buy |
+141
| New | +$20K | 0.01% | 266 |
|