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Dollar Tree shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Dollar Tree

Tip: Access up to 7 years of quarterly data

All positions including Dollar Tree held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $203k 1.9k 106.45
2021-03-31 $1.1M 10k 114.50
2020-12-31 $1.1M 11k 108.02
2020-09-30 $947k 10k 91.30
2020-06-30 $1.0M 11k 92.69
2020-03-31 $909k 12k 73.48
2019-12-31 $2.0M 23k 87.09
2019-09-30 $1.8M 16k 107.68
2019-06-30 $1.9M 20k 92.39
2019-03-31 $2.1M 20k 105.05
2018-12-31 $2.0M 20k 97.61
2018-09-30 $2.7M 32k 86.46
2018-06-30 $2.0M 23k 84.98
2018-03-31 $2.2M 23k 94.91