Lee Financial’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-547
| Closed | -$77.9K | – | 745 |
|
|
2023
Q4 | $77.9K | Buy |
547
+92
| +20% | +$13.1K | 0.01% | 195 |
|
|
2023
Q3 | $50.3K | Sell |
455
-31
| -6% | -$3.43K | 0.01% | 218 |
|
|
2023
Q2 | $64.1K | Sell |
486
-38
| -7% | -$5.01K | 0.01% | 201 |
|
|
2023
Q1 | $86.8K | Buy |
+524
| New | +$86.8K | 0.01% | 187 |
|
|
2022
Q4 | – | Sell |
-570
| Closed | -$84K | – | 986 |
|
|
2022
Q3 | $84K | Buy |
570
+1
| +0.2% | +$147 | 0.02% | 203 |
|
|
2022
Q2 | $80K | Buy |
569
+338
| +146% | +$47.5K | 0.01% | 203 |
|
|
2022
Q1 | $49K | Buy |
231
+12
| +5% | +$2.55K | 0.01% | 242 |
|
|
2021
Q4 | $51K | Sell |
219
-31
| -12% | -$7.22K | 0.01% | 256 |
|
|
2021
Q3 | $58K | Hold |
250
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $60K | Buy |
250
+51
| +26% | +$12.2K | 0.01% | 213 |
|
|
2021
Q1 | $39K | Sell |
199
-60
| -23% | -$11.8K | 0.01% | 245 |
|
|
2020
Q4 | $46K | Sell |
259
-1
| -0.4% | -$178 | 0.01% | 218 |
|
|
2020
Q3 | $41K | Hold |
260
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $31K | Hold |
260
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $24K | Hold |
260
| – | – | 0.01% | 215 |
|
|
2019
Q4 | $33K | Hold |
260
| – | – | 0.01% | 220 |
|
|
2019
Q3 | $28K | Hold |
260
| – | – | 0.01% | 228 |
|
|
2019
Q2 | $23K | Hold |
260
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $21K | Buy |
260
+130
| +100% | +$10.5K | ﹤0.01% | 254 |
|
|
2018
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 301 |
|
|
2018
Q3 | $11K | Sell |
130
-1,288
| -91% | -$109K | ﹤0.01% | 314 |
|
|
2018
Q2 | $108K | Sell |
1,418
-17
| -1% | -$1.3K | 0.03% | 202 |
|
|
2018
Q1 | $100K | Buy |
1,435
+901
| +169% | +$62.8K | 0.03% | 206 |
|
|
2017
Q4 | $35K | Buy |
534
+332
| +164% | +$21.8K | 0.01% | 211 |
|
|
2017
Q3 | $12K | Hold |
202
| – | – | ﹤0.01% | 307 |
|
|
2017
Q2 | $11K | Buy |
+202
| New | +$11K | ﹤0.01% | 311 |
|