Wealth Alliance’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,247
| Closed | -$228K | – | 506 |
|
|
2024
Q3 | $228K | Sell |
3,247
-92
| -3% | -$6.47K | 0.03% | 469 |
|
|
2024
Q2 | $357K | Sell |
3,339
-801
| -19% | -$85.5K | 0.05% | 333 |
|
|
2024
Q1 | $551K | Sell |
4,140
-138
| -3% | -$18.4K | 0.07% | 253 |
|
|
2023
Q4 | $608K | Buy |
4,278
+183
| +4% | +$26K | 0.09% | 226 |
|
|
2023
Q3 | $436K | Sell |
4,095
-240
| -6% | -$25.5K | 0.07% | 258 |
|
|
2023
Q2 | $622K | Buy |
4,335
+95
| +2% | +$13.6K | 0.09% | 218 |
|
|
2023
Q1 | $609K | Buy |
4,240
+126
| +3% | +$18.1K | 0.1% | 211 |
|
|
2022
Q4 | $582K | Buy |
4,114
+1,146
| +39% | +$162K | 0.1% | 214 |
|
|
2022
Q3 | $404K | Sell |
2,968
-535
| -15% | -$72.8K | 0.08% | 253 |
|
|
2022
Q2 | $546K | Buy |
3,503
+48
| +1% | +$7.48K | 0.1% | 197 |
|
|
2022
Q1 | $553K | Buy |
3,455
+28
| +0.8% | +$4.48K | 0.11% | 196 |
|
|
2021
Q4 | $482K | Sell |
3,427
-497
| -13% | -$69.9K | 0.1% | 230 |
|
|
2021
Q3 | $376K | Buy |
3,924
+421
| +12% | +$40.3K | 0.08% | 272 |
|
|
2021
Q2 | $349K | Sell |
3,503
-60
| -2% | -$5.98K | 0.08% | 282 |
|
|
2021
Q1 | $408K | Buy |
3,563
+80
| +2% | +$9.16K | 0.11% | 215 |
|
|
2020
Q4 | $376K | Buy |
3,483
+55
| +2% | +$5.94K | 0.11% | 227 |
|
|
2020
Q3 | $313K | Buy |
3,428
+253
| +8% | +$23.1K | 0.11% | 226 |
|
|
2020
Q2 | $294K | Buy |
+3,175
| New | +$294K | 0.12% | 224 |
|