BAM
Bruderman Asset Management’s Target TGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-170
| Closed | -$14K | – | 520 |
|
2019
Q1 | $14K | Hold |
170
| – | – | ﹤0.01% | 406 |
|
2018
Q4 | $11K | Buy |
+170
| New | +$11K | ﹤0.01% | 419 |
|
2017
Q1 | – | Sell |
-5,440
| Closed | -$393K | – | 297 |
|
2016
Q4 | $393K | Sell |
5,440
-879
| -14% | -$63.5K | 0.12% | 90 |
|
2016
Q3 | $434K | Buy |
6,319
+166
| +3% | +$11.4K | 0.13% | 89 |
|
2016
Q2 | $430K | Sell |
6,153
-212
| -3% | -$14.8K | 0.13% | 89 |
|
2016
Q1 | $524K | Buy |
+6,365
| New | +$524K | 0.18% | 80 |
|
2015
Q4 | – | Sell |
-33,090
| Closed | -$2.6M | – | 431 |
|
2015
Q3 | $2.6M | Sell |
33,090
-2,070
| -6% | -$163K | 1.03% | 28 |
|
2015
Q2 | $2.87M | Sell |
35,160
-21,337
| -38% | -$1.74M | 1.1% | 23 |
|
2015
Q1 | $4.64M | Buy |
+56,497
| New | +$4.64M | 1.81% | 17 |
|