GFPC
Global Financial Private Client’s Dollar Tree DLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-512
| Closed | -$38.4K | – | 584 |
|
2025
Q1 | $38.4K | Buy |
512
+7
| +1% | +$525 | 0.01% | 368 |
|
2024
Q4 | $37.8K | Buy |
505
+5
| +1% | +$375 | 0.01% | 350 |
|
2024
Q3 | $35.2K | Hold |
500
| – | – | 0.01% | 352 |
|
2024
Q2 | $53.4K | Hold |
500
| – | – | 0.02% | 295 |
|
2024
Q1 | $68K | Hold |
500
| – | – | 0.03% | 274 |
|
2023
Q4 | $71K | Hold |
500
| – | – | 0.03% | 270 |
|
2023
Q3 | $52.3K | Hold |
500
| – | – | 0.03% | 281 |
|
2023
Q2 | $73.7K | Hold |
500
| – | – | 0.04% | 252 |
|
2023
Q1 | $74K | Hold |
500
| – | – | 0.04% | 243 |
|
2022
Q4 | $70.7K | Hold |
500
| – | – | 0.04% | 235 |
|
2022
Q3 | $70.8K | Hold |
500
| – | – | 0.04% | 225 |
|
2022
Q2 | $78.1K | Buy |
+500
| New | +$78.1K | 0.04% | 218 |
|