Wealthspire Advisors (New York)’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 | $263K | Buy |
+2,651
| New | +$263K | ﹤0.01% | 704 |
|
|
2023
Q3 | – | Sell |
-1,413
| Closed | -$203K | – | 601 |
|
|
2023
Q2 | $203K | Sell |
1,413
-11
| -0.8% | -$1.58K | ﹤0.01% | 528 |
|
|
2023
Q1 | $204K | Sell |
1,424
-629
| -31% | -$90.3K | ﹤0.01% | 501 |
|
|
2022
Q4 | $290K | Buy |
2,053
+403
| +24% | +$57K | 0.01% | 464 |
|
|
2022
Q3 | $225K | Sell |
1,650
-3
| -0.2% | -$409 | ﹤0.01% | 458 |
|
|
2022
Q2 | $258K | Buy |
+1,653
| New | +$258K | 0.01% | 433 |
|
|
2021
Q4 | – | Sell |
-3,159
| Closed | -$302K | – | 559 |
|
|
2021
Q3 | $302K | Buy |
+3,159
| New | +$302K | 0.01% | 460 |
|
|
2021
Q2 | – | Sell |
-2,515
| Closed | -$288K | – | 451 |
|
|
2021
Q1 | $288K | Buy |
+2,515
| New | +$288K | 0.01% | 564 |
|
|
2020
Q2 | – | Sell |
-3,081
| Closed | -$226K | – | 335 |
|
|
2020
Q1 | $226K | Buy |
+3,081
| New | +$226K | 0.01% | 451 |
|
|
2019
Q1 | – | Sell |
-127
| Closed | -$11K | – | 241 |
|
|
2018
Q4 | $11K | Buy |
+127
| New | +$11K | ﹤0.01% | 476 |
|