JFS Wealth Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45K | Buy |
55
+53
| +2,650% | +$5.25K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $151 | Sell |
2
-1
| -33% | -$76 | ﹤0.01% | 1853 |
|
|
2024
Q4 | $225 | Buy |
3
+2
| +200% | +$150 | ﹤0.01% | 1842 |
|
|
2024
Q3 | $71 | Sell |
1
-119
| -99% | -$8.45K | ﹤0.01% | 1916 |
|
|
2024
Q2 | $12.8K | Sell |
120
-11
| -8% | -$1.18K | ﹤0.01% | 718 |
|
|
2024
Q1 | $17.4K | Sell |
131
-2
| -2% | -$266 | ﹤0.01% | 655 |
|
|
2023
Q4 | $18.9K | Buy |
133
+11
| +9% | +$1.56K | ﹤0.01% | 596 |
|
|
2023
Q3 | $13K | Sell |
122
-29
| -19% | -$3.09K | ﹤0.01% | 643 |
|
|
2023
Q2 | $21.7K | Sell |
151
-23
| -13% | -$3.3K | ﹤0.01% | 529 |
|
|
2023
Q1 | $25K | Sell |
174
-273
| -61% | -$39.2K | ﹤0.01% | 481 |
|
|
2022
Q4 | $63.2K | Sell |
447
-50
| -10% | -$7.07K | 0.01% | 337 |
|
|
2022
Q3 | $68K | Sell |
497
-34
| -6% | -$4.65K | 0.01% | 331 |
|
|
2022
Q2 | $83K | Sell |
531
-12
| -2% | -$1.88K | 0.01% | 305 |
|
|
2022
Q1 | $87K | Buy |
543
+39
| +8% | +$6.25K | 0.01% | 320 |
|
|
2021
Q4 | $71K | Hold |
504
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $48K | Buy |
+504
| New | +$48K | ﹤0.01% | 417 |
|