CLA (CliftonLarsonAllen) Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,939
| Closed | -$1.13M | – | 282 |
|
|
2021
Q3 | $1.13M | Buy |
4,939
+29
| +0.6% | +$6.64K | 0.04% | 136 |
|
|
2021
Q2 | $1.19M | Buy |
+4,910
| New | +$1.19M | 0.05% | 137 |
|
|
2017
Q4 | – | Sell |
-16,890
| Closed | -$997K | – | 141 |
|
|
2017
Q3 | $997K | Sell |
16,890
-1,115
| -6% | -$65.8K | 0.11% | 93 |
|
|
2017
Q2 | $941K | Buy |
18,005
+1,228
| +7% | +$64.2K | 0.11% | 94 |
|
|
2017
Q1 | $926K | Buy |
16,777
+3,459
| +26% | +$191K | 0.1% | 97 |
|
|
2016
Q4 | $962K | Sell |
13,318
-5,538
| -29% | -$400K | 0.11% | 92 |
|
|
2016
Q3 | $1.3M | Buy |
+18,856
| New | +$1.3M | 0.16% | 74 |
|