Spire Wealth Management’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 | $7.33K | Sell |
74
-7
| -9% | -$693 | ﹤0.01% | 1824 |
|
|
2025
Q1 | $6.08K | Sell |
81
-49
| -38% | -$3.68K | ﹤0.01% | 2002 |
|
|
2024
Q4 | $9.74K | Sell |
130
-75
| -37% | -$5.62K | ﹤0.01% | 1839 |
|
|
2024
Q3 | $14.4K | Sell |
205
-85
| -29% | -$5.98K | ﹤0.01% | 1536 |
|
|
2024
Q2 | $31K | Sell |
290
-651
| -69% | -$69.5K | ﹤0.01% | 1276 |
|
|
2024
Q1 | $125K | Sell |
941
-121
| -11% | -$16.1K | ﹤0.01% | 924 |
|
|
2023
Q4 | $139K | Buy |
1,062
+71
| +7% | +$9.26K | ﹤0.01% | 894 |
|
|
2023
Q3 | $105K | Buy |
991
+815
| +463% | +$86.8K | ﹤0.01% | 937 |
|
|
2023
Q2 | $25.3K | Buy |
176
+6
| +4% | +$863 | ﹤0.01% | 1488 |
|
|
2023
Q1 | $24.4K | Sell |
170
-10
| -6% | -$1.44K | ﹤0.01% | 1542 |
|
|
2022
Q4 | $25K | Buy |
180
+2
| +1% | +$278 | ﹤0.01% | 1270 |
|
|
2022
Q3 | $24K | Sell |
178
-1,210
| -87% | -$163K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $216K | Buy |
1,388
+483
| +53% | +$75.2K | 0.01% | 734 |
|
|
2022
Q1 | $145K | Sell |
905
-5,787
| -86% | -$927K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $940K | Buy |
6,692
+2,651
| +66% | +$372K | 0.02% | 487 |
|
|
2021
Q3 | $387K | Sell |
4,041
-48
| -1% | -$4.6K | 0.01% | 676 |
|
|
2021
Q2 | $407K | Sell |
4,089
-3,206
| -44% | -$319K | 0.01% | 676 |
|
|
2021
Q1 | $835K | Buy |
+7,295
| New | +$835K | 0.02% | 503 |
|