Wealth Enhancement Advisory Services’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 | $2.96M | Buy |
29,093
+15,369
| +112% | +$1.57M | ﹤0.01% | 1151 |
|
|
2025
Q1 | $1.03M | Buy |
13,724
+4,619
| +51% | +$347K | ﹤0.01% | 1584 |
|
|
2024
Q4 | $682K | Buy |
9,105
+1,588
| +21% | +$119K | ﹤0.01% | 1757 |
|
|
2024
Q3 | $529K | Sell |
7,517
-479
| -6% | -$33.7K | ﹤0.01% | 1785 |
|
|
2024
Q2 | $854K | Sell |
7,996
-58
| -0.7% | -$6.19K | ﹤0.01% | 1354 |
|
|
2024
Q1 | $1.07M | Sell |
8,054
-106
| -1% | -$14.1K | ﹤0.01% | 1211 |
|
|
2023
Q4 | $1.16M | Buy |
8,160
+811
| +11% | +$115K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $782K | Sell |
7,349
-4,934
| -40% | -$525K | ﹤0.01% | 1196 |
|
|
2023
Q2 | $1.76M | Sell |
12,283
-907
| -7% | -$130K | 0.02% | 213 |
|
|
2023
Q1 | $1.89M | Buy |
+13,190
| New | +$1.89M | 0.02% | 232 |
|
|
2021
Q3 | – | Sell |
-60,787
| Closed | -$6M | – | 299 |
|
|
2021
Q2 | $6M | Buy |
+60,787
| New | +$6M | 0.1% | 91 |
|
|
2017
Q4 | – | Sell |
-31,792
| Closed | -$2.84M | – | 148 |
|
|
2017
Q3 | $2.84M | Buy |
+31,792
| New | +$2.84M | 0.24% | 51 |
|