Glass Jacobson Investment Advisors’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 | – | Sell |
-238
| Closed | -$17.8K | – | 625 |
|
|
2025
Q1 | $17.8K | Hold |
238
| – | – | 0.01% | 530 |
|
|
2024
Q4 | $17.8K | Buy |
238
+100
| +72% | +$7.49K | 0.01% | 530 |
|
|
2024
Q3 | $9.71K | Sell |
138
-60
| -30% | -$4.22K | ﹤0.01% | 571 |
|
|
2024
Q2 | $21.1K | Hold |
198
| – | – | 0.01% | 467 |
|
|
2024
Q1 | $26.4K | Hold |
198
| – | – | 0.01% | 443 |
|
|
2023
Q4 | $28.1K | Hold |
198
| – | – | 0.01% | 406 |
|
|
2023
Q3 | $21.1K | Hold |
198
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $28.4K | Buy |
+198
| New | +$28.4K | 0.01% | 398 |
|
|
2022
Q4 | $28K | Buy |
+198
| New | +$28K | 0.01% | 397 |
|