True Wealth Design’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 | $37.4K | Buy |
378
+298
| +373% | +$29.5K | 0.01% | 251 |
|
2025
Q1 | $6.01K | Buy |
80
+17
| +27% | +$1.28K | ﹤0.01% | 624 |
|
2024
Q4 | $4.72K | Buy |
63
+55
| +688% | +$4.12K | ﹤0.01% | 546 |
|
2024
Q3 | $563 | Hold |
8
| – | – | ﹤0.01% | 1080 |
|
2024
Q2 | $855 | Sell |
8
-2
| -20% | -$214 | ﹤0.01% | 543 |
|
2024
Q1 | $1.33K | Buy |
10
+4
| +67% | +$533 | ﹤0.01% | 397 |
|
2023
Q4 | $853 | Hold |
6
| – | – | ﹤0.01% | 378 |
|
2023
Q3 | $639 | Hold |
6
| – | – | ﹤0.01% | 373 |
|
2023
Q2 | $861 | Sell |
6
-22
| -79% | -$3.16K | ﹤0.01% | 345 |
|
2023
Q1 | $4.02K | Buy |
28
+22
| +367% | +$3.16K | ﹤0.01% | 285 |
|
2022
Q4 | $849 | Buy |
+6
| New | +$849 | ﹤0.01% | 359 |
|