Valley National Advisers’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-25
| Closed | -$2K | – | 851 |
|
2024
Q2 | $2K | Sell |
25
-41
| -62% | -$3.28K | ﹤0.01% | 892 |
|
2024
Q1 | $8K | Buy |
66
+2
| +3% | +$242 | ﹤0.01% | 686 |
|
2023
Q4 | $9K | Buy |
64
+56
| +700% | +$7.88K | ﹤0.01% | 677 |
|
2023
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 910 |
|
2023
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 778 |
|
2023
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 802 |
|
2022
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 779 |
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 829 |
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 810 |
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 836 |
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 838 |
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 809 |
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 823 |
|
2021
Q1 | $1K | Sell |
8
-8
| -50% | -$1K | ﹤0.01% | 785 |
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 685 |
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 695 |
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 706 |
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 687 |
|
2019
Q1 | – | Sell |
-111
| Closed | -$10K | – | 758 |
|
2018
Q4 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 448 |
|
2016
Q4 | – | Sell |
-4
| Closed | – | – | 660 |
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 658 |
|