HGWM
Harvest Group Wealth Management’s Target TGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-426
| Closed | -$75K | – | 647 |
|
2020
Q4 | $75K | Sell |
426
-63
| -13% | -$11.1K | 0.04% | 80 |
|
2020
Q3 | $77K | Hold |
489
| – | – | 0.05% | 71 |
|
2020
Q2 | $58K | Sell |
489
-147
| -23% | -$17.4K | 0.05% | 70 |
|
2020
Q1 | $59K | Hold |
636
| – | – | 0.06% | 70 |
|
2019
Q4 | $81K | Sell |
636
-322
| -34% | -$41K | 0.07% | 63 |
|
2019
Q3 | $102K | Hold |
958
| – | – | 0.13% | 54 |
|
2019
Q2 | $82K | Hold |
958
| – | – | 0.11% | 53 |
|
2019
Q1 | $77K | Buy |
+958
| New | +$77K | 0.07% | 70 |
|