Private Wealth Partners’s Dollar Tree DLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,900	Closed	-$517K	–	167
2024 Q4	$517K	Sell	6,900 -4,400	-39%	-$330K	0.04%	123
2024 Q3	$795K	Buy	11,300 +7,050	+166%	+$496K	0.06%	98
2024 Q2	$454K	Buy	4,250 +1,950	+85%	+$208K	0.03%	118
2024 Q1	$306K	Buy	+2,300	New	+$306K	0.02%	136