LA
Legacy Advisors’s Target TGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,995
| Closed | -$270K | – | 464 |
|
2024
Q4 | $270K | Sell |
1,995
-149
| -7% | -$20.1K | 0.03% | 330 |
|
2024
Q3 | $334K | Buy |
2,144
+703
| +49% | +$110K | 0.04% | 284 |
|
2024
Q2 | $213K | Sell |
1,441
-4
| -0.3% | -$592 | 0.03% | 309 |
|
2024
Q1 | $256K | Sell |
1,445
-405
| -22% | -$71.8K | 0.03% | 270 |
|
2023
Q4 | $263K | Buy |
+1,850
| New | +$263K | 0.03% | 260 |
|
2023
Q2 | – | Sell |
-2,287
| Closed | -$379K | – | 275 |
|
2023
Q1 | $379K | Buy |
2,287
+173
| +8% | +$28.7K | 0.07% | 173 |
|
2022
Q4 | $315K | Buy |
2,114
+509
| +32% | +$75.9K | 0.06% | 186 |
|
2022
Q3 | $238K | Buy |
+1,605
| New | +$238K | 0.05% | 195 |
|
2018
Q4 | – | Sell |
-210
| Closed | -$19K | – | 362 |
|
2018
Q3 | $19K | Buy |
+210
| New | +$19K | 0.01% | 303 |
|