Buckingham Strategic Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.39M | Buy |
9,363
+516
| +6% | +$81.2K | 0.01% | 285 |
|
|
2024
Q1 | $1.57M | Sell |
8,847
-4,033
| -31% | -$614K | 0.02% | 267 |
|
|
2023
Q4 | $1.83M | Sell |
12,880
-1,720
| -12% | -$210K | 0.02% | 245 |
|
|
2023
Q3 | $1.61M | Sell |
14,600
-1,346
| -8% | -$171K | 0.02% | 233 |
|
|
2023
Q2 | $2.1M | Buy |
15,946
+7,334
| +85% | +$1.09M | 0.03% | 211 |
|
|
2023
Q1 | $1.28M | Hold |
8,612
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $1.28M | Buy |
8,612
+65
| +0.8% | +$10.2K | 0.02% | 239 |
|
|
2022
Q3 | $1.27M | Buy |
8,547
+506
| +6% | +$81K | 0.03% | 229 |
|
|
2022
Q2 | $1.14M | Buy |
+8,041
| New | +$1.54M | 0.02% | 246 |
|
|
2021
Q3 | – | Sell |
-7,140
| Closed | -$1.73M | – | 615 |
|
|
2021
Q2 | $1.73M | Buy |
7,140
+440
| +7% | +$96.3K | 0.04% | 188 |
|
|
2021
Q1 | $1.33M | Sell |
6,700
-1,669
| -20% | -$312K | 0.07% | 204 |
|
|
2020
Q4 | $1.48M | Buy |
8,369
+1,580
| +23% | +$264K | 0.08% | 182 |
|
|
2020
Q3 | $1.07M | Sell |
6,789
-475
| -7% | -$65.2K | 0.08% | 169 |
|
|
2020
Q2 | $871K | Sell |
7,264
-473
| -6% | -$54K | 0.08% | 161 |
|
|
2020
Q1 | $719K | Sell |
7,737
-308
| -4% | -$34.2K | 0.07% | 207 |
|
|
2019
Q4 | $1.03M | Buy |
8,045
+689
| +9% | +$80.9K | 0.1% | 154 |
|
|
2019
Q3 | $786K | Sell |
7,356
-55
| -0.7% | -$5.23K | 0.09% | 171 |
|
|
2019
Q2 | $642K | Buy |
7,411
+4,186
| +130% | +$338K | 0.07% | 204 |
|
|
2019
Q1 | $259K | Sell |
3,225
-131
| -4% | -$9.57K | 0.03% | 341 |
|
|
2018
Q4 | $222K | Sell |
3,356
-190
| -5% | -$14.6K | 0.03% | 311 |
|
|
2018
Q3 | $313K | Sell |
3,546
-394
| -10% | -$32.8K | 0.05% | 263 |
|
|
2018
Q2 | $300K | Sell |
3,940
-799
| -17% | -$58.8K | 0.05% | 260 |
|
|
2018
Q1 | $329K | Sell |
4,739
-227
| -5% | -$16.5K | 0.06% | 226 |
|
|
2017
Q4 | $324K | Buy |
+4,966
| New | +$300K | 0.07% | 229 |
|
Other funds holding TGT
