Waverly 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 | $268K | Buy |
+2,703
| New | +$268K | ﹤0.01% | 1013 |
|
|
2024
Q3 | – | Sell |
-2,439
| Closed | -$260K | – | 812 |
|
|
2024
Q2 | $260K | Buy |
+2,439
| New | +$260K | 0.01% | 698 |
|
|
2015
Q1 | – | Sell |
-81
| Closed | -$6K | – | 355 |
|
|
2014
Q4 | $6K | Sell |
81
-600
| -88% | -$44.4K | ﹤0.01% | 359 |
|
|
2014
Q3 | $38K | Buy |
681
+81
| +14% | +$4.52K | 0.02% | 257 |
|
|
2014
Q2 | $33K | Hold |
600
| – | – | 0.01% | 272 |
|
|
2014
Q1 | $31K | Hold |
600
| – | – | 0.01% | 262 |
|
|
2013
Q4 | $34K | Buy |
+600
| New | +$34K | 0.01% | 376 |
|