JWM
Janiczek Wealth Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $961 | Hold |
9
| – | – | ﹤0.01% | 934 |
|
|
2024
Q1 | $1.2K | Hold |
9
| – | – | ﹤0.01% | 921 |
|
|
2023
Q4 | $1.28K | Buy |
9
+1
| +13% | +$142 | ﹤0.01% | 901 |
|
|
2023
Q3 | $852 | Hold |
8
| – | – | ﹤0.01% | 931 |
|
|
2023
Q2 | $1.15K | Hold |
8
| – | – | ﹤0.01% | 831 |
|
|
2023
Q1 | $1.18K | Hold |
8
| – | – | ﹤0.01% | 831 |
|
|
2022
Q4 | $1.17K | Hold |
8
| – | – | ﹤0.01% | 839 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $1K | Sell |
8
-27
| -77% | -$3.38K | ﹤0.01% | 851 |
|
|
2022
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $3K | Buy |
35
+25
| +250% | +$2.14K | ﹤0.01% | 758 |
|
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 830 |
|