Trifecta Capital 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 | $2.18K | Buy |
+22
| New | +$2.18K | ﹤0.01% | 335 |
|
|
2024
Q4 | – | Sell |
-8
| Closed | -$563 | – | 411 |
|
|
2024
Q3 | $563 | Hold |
8
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $855 | Hold |
8
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $1.07K | Hold |
8
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $1.14K | Buy |
8
+5
| +167% | +$711 | ﹤0.01% | 386 |
|
|
2023
Q3 | $320 | Hold |
3
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $431 | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $431 | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $424 | Buy |
+3
| New | +$424 | ﹤0.01% | 428 |
|