HHGA
Halbert Hargrove Global Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$41 | – | 393 |
|
|
2025
Q1 | $41 | Buy |
+1
| New | +$41 | ﹤0.01% | 651 |
|
|
2015
Q3 | – | Sell |
-5,794
| Closed | -$458K | – | 122 |
|
|
2015
Q2 | $458K | Sell |
5,794
-532
| -8% | -$42.1K | 0.11% | 96 |
|
|
2015
Q1 | $513K | Buy |
6,326
+3,123
| +98% | +$253K | 0.16% | 85 |
|
|
2014
Q4 | $225K | Buy |
+3,203
| New | +$225K | 0.11% | 121 |
|