CWS
Cypress Wealth Services’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,091
| Closed | -$1.23M | – | 259 |
|
|
2021
Q2 | $1.23M | Buy |
5,091
+31
| +0.6% | +$7.5K | 0.34% | 66 |
|
|
2021
Q1 | $1M | Buy |
5,060
+18
| +0.4% | +$3.56K | 0.21% | 93 |
|
|
2020
Q4 | $890K | Buy |
+5,042
| New | +$890K | 0.2% | 88 |
|
|
2020
Q3 | – | Sell |
-4,897
| Closed | -$587K | – | 219 |
|
|
2020
Q2 | $587K | Buy |
4,897
+4
| +0.1% | +$479 | 0.14% | 133 |
|
|
2020
Q1 | $455K | Buy |
4,893
+46
| +0.9% | +$4.28K | 0.13% | 133 |
|
|
2019
Q4 | $621K | Buy |
4,847
+23
| +0.5% | +$2.95K | 0.16% | 114 |
|
|
2019
Q3 | $516K | Buy |
4,824
+27
| +0.6% | +$2.89K | 0.14% | 127 |
|
|
2019
Q2 | $416K | Buy |
4,797
+360
| +8% | +$31.2K | 0.12% | 149 |
|
|
2019
Q1 | $356K | Sell |
4,437
-195
| -4% | -$15.6K | 0.11% | 159 |
|
|
2018
Q4 | $306K | Sell |
4,632
-388
| -8% | -$25.6K | 0.12% | 150 |
|
|
2018
Q3 | $443K | Buy |
5,020
+33
| +0.7% | +$2.91K | 0.16% | 127 |
|
|
2018
Q2 | $380K | Buy |
+4,987
| New | +$380K | 0.14% | 140 |
|