LGA
Lebenthal Global Advisors’s Dollar Tree DLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Sell |
2,462
-1,672
| -40% | -$166K | 0.05% | 176 |
|
2025
Q1 | $310K | Sell |
4,134
-743
| -15% | -$55.8K | 0.06% | 163 |
|
2024
Q4 | $365K | Sell |
4,877
-2
| -0% | -$150 | 0.07% | 155 |
|
2024
Q3 | $343K | Buy |
+4,879
| New | +$343K | 0.07% | 151 |
|
2021
Q1 | – | Sell |
-50
| Closed | -$5K | – | 237 |
|
2020
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 486 |
|