Dougherty Wealth Advisers’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$35.4K | – | 114 |
|
|
2024
Q1 | $35.4K | Hold |
200
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $28.5K | Hold |
200
| – | – | 0.03% | 102 |
|
|
2023
Q3 | $22.1K | Hold |
200
| – | – | 0.03% | 103 |
|
|
2023
Q2 | $26.4K | Hold |
200
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $33.1K | Hold |
200
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $29.8K | Hold |
200
| – | – | 0.05% | 102 |
|
|
2022
Q3 | $30K | Hold |
200
| – | – | 0.06% | 98 |
|
|
2022
Q2 | $28K | Hold |
200
| – | – | 0.05% | 100 |
|
|
2022
Q1 | $42K | Hold |
200
| – | – | 0.06% | 96 |
|
|
2021
Q4 | $46K | Hold |
200
| – | – | 0.06% | 104 |
|
|
2021
Q3 | $46K | Hold |
200
| – | – | 0.07% | 99 |
|
|
2021
Q2 | $48K | Hold |
200
| – | – | 0.07% | 97 |
|
|
2021
Q1 | $40K | Hold |
200
| – | – | 0.06% | 104 |
|
|
2020
Q4 | $35K | Hold |
200
| – | – | 0.06% | 115 |
|
|
2020
Q3 | $31K | Hold |
200
| – | – | 0.11% | 118 |
|
|
2020
Q2 | $24K | Hold |
200
| – | – | 0.09% | 130 |
|
|
2020
Q1 | $19K | Hold |
200
| – | – | 0.08% | 139 |
|
|
2019
Q4 | $26K | Hold |
200
| – | – | 0.08% | 142 |
|
|
2019
Q3 | $21K | Sell |
200
-500
| -71% | -$52.5K | 0.07% | 148 |
|
|
2019
Q2 | $61K | Buy |
700
+500
| +250% | +$43.6K | 0.17% | 97 |
|
|
2019
Q1 | $16K | Hold |
200
| – | – | 0.05% | 162 |
|
|
2018
Q4 | $14K | Buy |
+200
| New | +$14K | 0.05% | 174 |
|