Rise 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 | $19K | Buy |
192
+24
| +14% | +$2.38K | 0.01% | 568 |
|
|
2025
Q1 | $12.6K | Buy |
168
+52
| +45% | +$3.9K | 0.01% | 817 |
|
|
2024
Q4 | $8.69K | Hold |
116
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q3 | $8.16K | Hold |
116
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q2 | $12.4K | Hold |
116
| – | – | 0.01% | 922 |
|
|
2024
Q1 | $15.4K | Buy |
+116
| New | +$15.4K | 0.01% | 843 |
|