Wealthspire Advisors (New York)’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Buy |
|