HJMC
Hellman Jordan Management Company’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,887
| Closed | -$785K | – | 61 |
|
|
2021
Q2 | $785K | Sell |
7,887
-700
| -8% | -$69.7K | 1.39% | 30 |
|
|
2021
Q1 | $983K | Buy |
+8,587
| New | +$983K | 1.43% | 25 |
|
|
2020
Q1 | – | Sell |
-9,087
| Closed | -$855K | – | 36 |
|
|
2019
Q4 | $855K | Hold |
9,087
| – | – | 0.96% | 37 |
|
|
2019
Q3 | $1.04M | Hold |
9,087
| – | – | 0.82% | 26 |
|
|
2019
Q2 | $976K | Hold |
9,087
| – | – | 1.33% | 25 |
|
|
2019
Q1 | $954K | Sell |
9,087
-2,000
| -18% | -$210K | 0.66% | 31 |
|
|
2018
Q4 | $1M | Sell |
11,087
-2,000
| -15% | -$181K | 1.12% | 22 |
|
|
2018
Q3 | $1.07M | Buy |
13,087
+1,000
| +8% | +$81.5K | 0.77% | 14 |
|
|
2018
Q2 | $1.03M | Buy |
12,087
+2,500
| +26% | +$212K | 0.82% | 20 |
|
|
2018
Q1 | $910K | Buy |
9,587
+500
| +6% | +$47.5K | 1.5% | 25 |
|
|
2017
Q4 | $975K | Sell |
9,087
-1,000
| -10% | -$107K | 1.54% | 22 |
|
|
2017
Q3 | $876K | Sell |
10,087
-773
| -7% | -$67.1K | 1.91% | 14 |
|
|
2017
Q2 | $759K | Buy |
+10,860
| New | +$759K | 1.63% | 24 |
|