Valeo Financial 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 | $319K | Buy |
+3,219
| New | +$319K | 0.01% | 557 |
|
|
2025
Q1 | – | Sell |
-4,242
| Closed | -$318K | – | 685 |
|
|
2024
Q4 | $318K | Sell |
4,242
-1,114
| -21% | -$83.5K | 0.01% | 513 |
|
|
2024
Q3 | $377K | Sell |
5,356
-294
| -5% | -$20.7K | 0.01% | 470 |
|
|
2024
Q2 | $603K | Buy |
5,650
+116
| +2% | +$12.4K | 0.02% | 335 |
|
|
2024
Q1 | $677K | Sell |
5,534
-2
| -0% | -$245 | 0.02% | 302 |
|
|
2023
Q4 | $786K | Buy |
5,536
+2,041
| +58% | +$290K | 0.03% | 262 |
|
|
2023
Q3 | $372K | Sell |
3,495
-460
| -12% | -$49K | 0.02% | 403 |
|
|
2023
Q2 | $568K | Buy |
+3,955
| New | +$568K | 0.03% | 295 |
|
|
2021
Q2 | – | Sell |
-1,025
| Closed | -$117K | – | 764 |
|
|
2021
Q1 | $117K | Buy |
1,025
+26
| +3% | +$2.97K | 0.01% | 547 |
|
|
2020
Q4 | $108K | Sell |
999
-301
| -23% | -$32.5K | 0.01% | 531 |
|
|
2020
Q3 | $119K | Sell |
1,300
-333
| -20% | -$30.5K | 0.01% | 420 |
|
|
2020
Q2 | $151K | Buy |
1,633
+123
| +8% | +$11.4K | 0.01% | 372 |
|
|
2020
Q1 | $118K | Buy |
1,510
+285
| +23% | +$22.3K | 0.01% | 382 |
|
|
2019
Q4 | $115K | Sell |
1,225
-27
| -2% | -$2.54K | 0.01% | 429 |
|
|
2019
Q3 | $143K | Buy |
1,252
+390
| +45% | +$44.5K | 0.02% | 357 |
|
|
2019
Q2 | $93K | Buy |
862
+203
| +31% | +$21.9K | 0.01% | 450 |
|
|
2019
Q1 | $69K | Buy |
659
+237
| +56% | +$24.8K | 0.01% | 488 |
|
|
2018
Q4 | $38K | Sell |
422
-11
| -3% | -$991 | 0.01% | 556 |
|
|
2018
Q3 | $37K | Buy |
433
+16
| +4% | +$1.37K | 0.01% | 602 |
|
|
2018
Q2 | $39K | Buy |
417
+230
| +123% | +$21.5K | 0.01% | 590 |
|
|
2018
Q1 | $18K | Buy |
187
+85
| +83% | +$8.18K | ﹤0.01% | 735 |
|
|
2017
Q4 | $11K | Buy |
102
+76
| +292% | +$8.2K | ﹤0.01% | 805 |
|
|
2017
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1004 |
|