Clear Perspective 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 | $460K | Buy |
1,987
+415
| +26% | +$96.1K | 0.14% | 107 |
|
|
2021
Q3 | $360K | Buy |
1,572
+25
| +2% | +$5.73K | 0.12% | 113 |
|
|
2021
Q2 | $374K | Sell |
1,547
-50
| -3% | -$12.1K | 0.13% | 112 |
|
|
2021
Q1 | $316K | Buy |
1,597
+40
| +3% | +$7.92K | 0.12% | 118 |
|
|
2020
Q4 | $275K | Buy |
1,557
+50
| +3% | +$8.83K | 0.11% | 123 |
|
|
2020
Q3 | $264 | Buy |
+1,507
| New | +$264 | 0.12% | 116 |
|
|
2020
Q1 | – | Sell |
-2,074
| Closed | -$266K | – | 131 |
|
|
2019
Q4 | $266K | Sell |
2,074
-2,884
| -58% | -$370K | 0.16% | 118 |
|
|
2019
Q3 | $480K | Buy |
4,958
+2,479
| +100% | +$240K | 0.22% | 87 |
|
|
2019
Q2 | $215K | Buy |
+2,479
| New | +$215K | 0.14% | 135 |
|
|
2018
Q3 | – | Sell |
-1,750
| Closed | -$133K | – | 404 |
|
|
2018
Q2 | $133K | Hold |
1,750
| – | – | 0.09% | 170 |
|
|
2018
Q1 | $122K | Buy |
1,750
+60
| +4% | +$4.18K | 0.09% | 172 |
|
|
2017
Q4 | $110K | Hold |
1,690
| – | – | 0.08% | 179 |
|
|
2017
Q3 | $100K | Hold |
1,690
| – | – | 0.08% | 182 |
|
|
2017
Q2 | $88K | Buy |
1,690
+105
| +7% | +$5.47K | 0.07% | 179 |
|
|
2017
Q1 | $87K | Sell |
1,585
-2,211
| -58% | -$121K | 0.06% | 169 |
|
|
2016
Q4 | $274K | Buy |
+3,796
| New | +$274K | 0.18% | 107 |
|