Hefty Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $84K | Sell |
1,211
-4,440
| -79% | -$308K | 0.05% | 119 |
|
|
2017
Q4 | $369K | Sell |
5,651
-11,692
| -67% | -$763K | 0.23% | 77 |
|
|
2017
Q3 | $1.02M | Buy |
17,343
+90
| +0.5% | +$5.31K | 0.68% | 47 |
|
|
2017
Q2 | $902K | Sell |
17,253
-10,921
| -39% | -$571K | 0.62% | 50 |
|
|
2017
Q1 | $1.55M | Buy |
28,174
+27,063
| +2,436% | +$1.49M | 1.13% | 32 |
|
|
2016
Q4 | $80K | Sell |
1,111
-15,362
| -93% | -$1.11M | 0.07% | 93 |
|
|
2016
Q3 | $1.13M | Buy |
16,473
+16,072
| +4,008% | +$1.1M | 0.86% | 37 |
|
|
2016
Q2 | $27K | Hold |
401
| – | – | 0.02% | 122 |
|
|
2016
Q1 | $32K | Sell |
401
-100
| -20% | -$7.98K | 0.03% | 122 |
|
|
2015
Q4 | $36K | Buy |
+501
| New | +$36K | 0.03% | 117 |
|