Jackson Grant Investment Advisers’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9
| Closed | -$1.2K | – | 399 |
|
|
2024
Q1 | $1.2K | Hold |
9
| – | – | ﹤0.01% | 385 |
|
|
2023
Q4 | $1.28K | Hold |
9
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $958 | Hold |
9
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $1.29K | Hold |
9
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $1.29K | Buy |
+9
| New | +$1.29K | ﹤0.01% | 427 |
|