JFS Wealth Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45K | Buy |
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|
2025
Q1 | $151 | Sell |
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|
2024
Q4 | $225 | Buy |
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|
2024
Q3 | $71 | Sell |
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|
2024
Q2 | $12.8K | Sell |
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|
2024
Q1 | $17.4K | Sell |
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|
2023
Q4 | $18.9K | Buy |
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|
2023
Q3 | $13K | Sell |
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|
2023
Q2 | $21.7K | Sell |
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|
2023
Q1 | $25K | Sell |
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|
2022
Q4 | $63.2K | Sell |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $48K | Buy |
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