LWM
LBA Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $784K | Sell |
14,197
-1,005
| -7% | -$55.5K | 0.41% | 46 |
|
|
2016
Q4 | $1.1M | Buy |
15,202
+50
| +0.3% | +$3.61K | 0.6% | 30 |
|
|
2016
Q3 | $1.04M | Sell |
15,152
-630
| -4% | -$43.3K | 0.59% | 30 |
|
|
2016
Q2 | $1.1M | Buy |
15,782
+245
| +2% | +$17.1K | 0.62% | 30 |
|
|
2016
Q1 | $1.28M | Sell |
15,537
-35
| -0.2% | -$2.88K | 0.74% | 24 |
|
|
2015
Q4 | $1.13M | Sell |
15,572
-30
| -0.2% | -$2.18K | 0.65% | 28 |
|
|
2015
Q3 | $1.23M | Buy |
15,602
+153
| +1% | +$12K | 0.77% | 21 |
|
|
2015
Q2 | $1.26M | Buy |
15,449
+125
| +0.8% | +$10.2K | 0.79% | 23 |
|
|
2015
Q1 | $1.26M | Buy |
15,324
+1,025
| +7% | +$84.1K | 0.79% | 24 |
|
|
2014
Q4 | $1.09M | Buy |
+14,299
| New | +$1.09M | 0.72% | 27 |
|
|
2014
Q3 | – | Sell |
-14,474
| Closed | -$839K | – | 438 |
|
|
2014
Q2 | $839K | Sell |
14,474
-325
| -2% | -$18.8K | 0.68% | 38 |
|
|
2014
Q1 | $895K | Sell |
14,799
-510
| -3% | -$30.8K | 0.73% | 36 |
|
|
2013
Q4 | $969K | Buy |
+15,309
| New | +$969K | 0.8% | 32 |
|