J.P. Morgan Private Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $865K | Sell |
8,124
-4,559
| -36% | -$485K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $1.82M | Sell |
12,683
-8,269
| -39% | -$1.19M | 0.01% | 593 |
|
|
2023
Q1 | $3.01M | Sell |
20,952
-19,517
| -48% | -$2.8M | 0.01% | 742 |
|
|
2022
Q4 | $5.72M | Buy |
40,469
+335
| +0.8% | +$47.4K | 0.01% | 545 |
|
|
2022
Q3 | $5.46M | Sell |
40,134
-2,087
| -5% | -$284K | 0.01% | 540 |
|
|
2022
Q2 | $6.58M | Buy |
42,221
+18,675
| +79% | +$2.91M | 0.02% | 505 |
|
|
2022
Q1 | $3.77M | Sell |
23,546
-2,175
| -8% | -$348K | 0.01% | 695 |
|
|
2021
Q4 | $3.61M | Buy |
25,721
+2,883
| +13% | +$405K | 0.01% | 709 |
|
|
2021
Q3 | $2.19M | Buy |
22,838
+623
| +3% | +$59.6K | 0.01% | 862 |
|
|
2021
Q2 | $2.21M | Buy |
22,215
+11,796
| +113% | +$1.17M | 0.01% | 831 |
|
|
2021
Q1 | $1.19M | Sell |
10,419
-10,304
| -50% | -$1.18M | ﹤0.01% | 965 |
|
|
2020
Q4 | $2.24M | Sell |
20,723
-297
| -1% | -$32.1K | 0.01% | 687 |
|
|
2020
Q3 | $1.92M | Sell |
21,020
-4,872
| -19% | -$445K | 0.01% | 661 |
|
|
2020
Q2 | $2.4M | Sell |
25,892
-12,056
| -32% | -$1.12M | 0.01% | 535 |
|
|
2020
Q1 | $2.79M | Sell |
37,948
-8,590
| -18% | -$631K | 0.02% | 457 |
|
|
2019
Q4 | $4.38M | Buy |
46,538
+1,610
| +4% | +$151K | 0.02% | 449 |
|
|
2019
Q3 | $5.13M | Buy |
44,928
+5,648
| +14% | +$645K | 0.03% | 399 |
|
|
2019
Q2 | $4.22M | Sell |
39,280
-1,090
| -3% | -$117K | 0.02% | 424 |
|
|
2019
Q1 | $4.24M | Buy |
40,370
+8,649
| +27% | +$908K | 0.02% | 437 |
|
|
2018
Q4 | $2.87M | Buy |
31,721
+18,357
| +137% | +$1.66M | 0.02% | 490 |
|
|
2018
Q3 | $1.09M | Sell |
13,364
-1,312
| -9% | -$107K | 0.01% | 800 |
|
|
2018
Q2 | $1.25M | Buy |
14,676
+2,213
| +18% | +$188K | 0.01% | 708 |
|
|
2018
Q1 | $1.18M | Buy |
12,463
+1,769
| +17% | +$168K | 0.01% | 609 |
|
|
2017
Q4 | $1.15M | Buy |
10,694
+981
| +10% | +$105K | 0.01% | 626 |
|
|
2017
Q3 | $843K | Sell |
9,713
-151
| -2% | -$13.1K | 0.01% | 676 |
|
|
2017
Q2 | $690K | Sell |
9,864
-4,228
| -30% | -$296K | 0.01% | 717 |
|
|
2017
Q1 | $1.11M | Sell |
14,092
-943
| -6% | -$74K | 0.01% | 604 |
|
|
2016
Q4 | $1.16M | Buy |
15,035
+289
| +2% | +$22.3K | 0.01% | 562 |
|
|
2016
Q3 | $1.16M | Buy |
14,746
+2,944
| +25% | +$232K | 0.01% | 558 |
|
|
2016
Q2 | $1.11M | Buy |
11,802
+3,308
| +39% | +$312K | 0.01% | 571 |
|
|
2016
Q1 | $700K | Buy |
8,494
+2,431
| +40% | +$200K | 0.01% | 646 |
|
|
2015
Q4 | $468K | Sell |
6,063
-8,848
| -59% | -$683K | ﹤0.01% | 717 |
|
|
2015
Q3 | $994K | Sell |
14,911
-3,526
| -19% | -$235K | 0.01% | 474 |
|
|
2015
Q2 | $1.46M | Sell |
18,437
-575
| -3% | -$45.4K | 0.02% | 425 |
|
|
2015
Q1 | $1.54M | Buy |
19,012
+7,155
| +60% | +$581K | 0.02% | 428 |
|
|
2014
Q4 | $835K | Buy |
11,857
+3,756
| +46% | +$265K | 0.01% | 574 |
|
|
2014
Q3 | $454K | Buy |
+8,101
| New | +$454K | 0.01% | 718 |
|