Berman Capital Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $811K | Buy |
3,551
+292
| +9% | +$66.7K | 0.13% | 89 |
|
2021
Q2 | $787K | Buy |
3,259
+293
| +10% | +$70.8K | 0.13% | 81 |
|
2021
Q1 | $587K | Buy |
2,966
+295
| +11% | +$58.4K | 0.12% | 89 |
|
2020
Q4 | $470K | Buy |
2,671
+180
| +7% | +$31.7K | 0.11% | 91 |
|
2020
Q3 | $390K | Hold |
2,491
| – | – | 0.11% | 83 |
|
2020
Q2 | $297K | Sell |
2,491
-242
| -9% | -$28.9K | 0.08% | 97 |
|
2020
Q1 | $253K | Sell |
2,733
-72
| -3% | -$6.67K | 0.08% | 102 |
|
2019
Q4 | $359K | Buy |
2,805
+7
| +0.3% | +$896 | 0.1% | 91 |
|
2019
Q3 | $299K | Sell |
2,798
-27
| -1% | -$2.89K | 0.09% | 104 |
|
2019
Q2 | $244K | Buy |
2,825
+95
| +3% | +$8.21K | 0.08% | 115 |
|
2019
Q1 | $219K | Buy |
2,730
+317
| +13% | +$25.4K | 0.07% | 116 |
|
2018
Q4 | $159K | Buy |
+2,413
| New | +$159K | 0.06% | 119 |
|