JNBA Financial 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 | – | Sell |
-50
| Closed | -$3.75K | – | 663 |
|
|
2025
Q1 | $3.75K | Buy |
+50
| New | +$3.75K | ﹤0.01% | 559 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | -$7.03K | – | 657 |
|
|
2024
Q3 | $7.03K | Buy |
+100
| New | +$7.03K | ﹤0.01% | 502 |
|
|
2019
Q3 | – | Sell |
-24
| Closed | -$3K | – | 612 |
|
|
2019
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 554 |
|
|
2018
Q4 | – | Sell |
-650
| Closed | -$53K | – | 582 |
|
|
2018
Q3 | $53K | Buy |
+650
| New | +$53K | 0.02% | 219 |
|
|
2016
Q4 | – | Sell |
-1,253
| Closed | -$99K | – | 704 |
|
|
2016
Q3 | $99K | Buy |
+1,253
| New | +$99K | 0.01% | 359 |
|