Provenance Wealth Advisors’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 | $141K | Hold |
1,424
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $107K | Hold |
1,424
| – | – | 0.02% | 179 |
|
|
2024
Q4 | $107K | Hold |
1,424
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $100K | Buy |
+1,424
| New | +$100K | 0.01% | 190 |
|
|
2024
Q2 | – | Sell |
-1,424
| Closed | -$190K | – | 520 |
|
|
2024
Q1 | $190K | Buy |
1,424
+1,383
| +3,373% | +$184K | 0.03% | 150 |
|
|
2023
Q4 | $5.82K | Buy |
+41
| New | +$5.82K | ﹤0.01% | 354 |
|