Valued Wealth 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 | $1.19K | Hold |
12
| – | – | ﹤0.01% | 426 |
|
|
2025
Q1 | $901 | Hold |
12
| – | – | ﹤0.01% | 499 |
|
|
2024
Q4 | $900 | Buy |
12
+6
| +100% | +$450 | ﹤0.01% | 490 |
|
|
2024
Q3 | $422 | Sell |
6
-6
| -50% | -$422 | ﹤0.01% | 545 |
|
|
2024
Q2 | $1.28K | Sell |
12
-2
| -14% | -$214 | ﹤0.01% | 418 |
|
|
2024
Q1 | $1.87K | Buy |
14
+1
| +8% | +$133 | ﹤0.01% | 367 |
|
|
2023
Q4 | $1.38K | Buy |
+13
| New | +$1.38K | ﹤0.01% | 346 |
|