Icon Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,574
| Closed | -$309K | – | 310 |
|
|
2020
Q2 | $309K | Buy |
+2,574
| New | +$309K | 0.07% | 183 |
|
|
2019
Q2 | – | Sell |
-392
| Closed | -$31K | – | 705 |
|
|
2019
Q1 | $31K | Buy |
+392
| New | +$31K | 0.01% | 468 |
|
|
2018
Q4 | – | Sell |
-1,566
| Closed | -$138K | – | 249 |
|
|
2018
Q3 | $138K | Buy |
1,566
+1,034
| +194% | +$91.1K | 0.06% | 219 |
|
|
2018
Q2 | $40K | Buy |
+532
| New | +$40K | 0.02% | 436 |
|
|
2018
Q1 | – | Sell |
-721
| Closed | -$47K | – | 678 |
|
|
2017
Q4 | $47K | Buy |
+721
| New | +$47K | 0.02% | 436 |
|