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
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All positions including Dollar Tree held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Mount Yale Investment Advisors
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