Resonant Capital Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $713K | Sell |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $823K | Buy |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $455K | Buy |
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|
2020
Q4 | $421K | Buy |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $732K | Sell |
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|
2019
Q4 | $958K | Buy |
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