TD Private Client Wealth’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 | $26.1K | Buy |
264
+164
| +164% | +$16.2K | ﹤0.01% | 949 |
|
2025
Q1 | $7.51K | Sell |
100
-55
| -35% | -$4.13K | ﹤0.01% | 1038 |
|
2024
Q4 | $11.6K | Buy |
155
+55
| +55% | +$4.12K | ﹤0.01% | 1038 |
|
2024
Q3 | $7.03K | Sell |
100
-95
| -49% | -$6.68K | ﹤0.01% | 1092 |
|
2024
Q2 | $20.8K | Sell |
195
-126
| -39% | -$13.5K | ﹤0.01% | 947 |
|
2024
Q1 | $42.7K | Sell |
321
-92
| -22% | -$12.3K | ﹤0.01% | 841 |
|
2023
Q4 | $58.7K | Buy |
413
+45
| +12% | +$6.39K | ﹤0.01% | 792 |
|
2023
Q3 | $39.2K | Buy |
368
+29
| +9% | +$3.09K | ﹤0.01% | 811 |
|
2023
Q2 | $48.6K | Buy |
339
+12
| +4% | +$1.72K | ﹤0.01% | 788 |
|
2023
Q1 | $46.9K | Sell |
327
-4,605
| -93% | -$661K | ﹤0.01% | 779 |
|
2022
Q4 | $698K | Sell |
4,932
-95
| -2% | -$13.4K | 0.03% | 375 |
|
2022
Q3 | $684K | Sell |
5,027
-208
| -4% | -$28.3K | 0.04% | 363 |
|
2022
Q2 | $816K | Buy |
5,235
+4,715
| +907% | +$735K | 0.04% | 348 |
|
2022
Q1 | $83.3K | Buy |
520
+14
| +3% | +$2.24K | ﹤0.01% | 668 |
|
2021
Q4 | $71.1K | Buy |
506
+34
| +7% | +$4.78K | ﹤0.01% | 691 |
|
2021
Q3 | $45.2K | Sell |
472
-21,911
| -98% | -$2.1M | ﹤0.01% | 759 |
|
2021
Q2 | $2.23M | Sell |
22,383
-447
| -2% | -$44.5K | 0.1% | 219 |
|
2021
Q1 | $2.61M | Sell |
22,830
-397
| -2% | -$45.4K | 0.12% | 182 |
|
2020
Q4 | $2.51M | Sell |
23,227
-1,401
| -6% | -$151K | 0.13% | 174 |
|
2020
Q3 | $2.25M | Sell |
24,628
-68
| -0.3% | -$6.21K | 0.13% | 174 |
|
2020
Q2 | $2.29M | Buy |
24,696
+300
| +1% | +$27.8K | 0.13% | 168 |
|
2020
Q1 | $1.79M | Buy |
24,396
+13,910
| +133% | +$1.02M | 0.13% | 158 |
|
2019
Q4 | $986K | Buy |
+10,486
| New | +$986K | 0.06% | 272 |
|