Legacy Wealth Management (Mississippi)’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,477
| Closed | -$1.27M | – | 75 |
|
2023
Q3 | $1.27M | Sell |
11,477
-580
| -5% | -$64.1K | 0.66% | 40 |
|
2023
Q2 | $1.59M | Hold |
12,057
| – | – | 0.8% | 36 |
|
2023
Q1 | $2M | Hold |
12,057
| – | – | 1.1% | 25 |
|
2022
Q4 | $1.8M | Buy |
12,057
+100
| +0.8% | +$14.9K | 1.07% | 27 |
|
2022
Q3 | $1.77M | Buy |
11,957
+580
| +5% | +$86.1K | 1.2% | 28 |
|
2022
Q2 | $1.61M | Buy |
11,377
+142
| +1% | +$20.1K | 0.98% | 32 |
|
2022
Q1 | $2.38M | Sell |
11,235
-71
| -0.6% | -$15.1K | 1.24% | 21 |
|
2021
Q4 | $2.62M | Buy |
11,306
+21
| +0.2% | +$4.86K | 1.34% | 17 |
|
2021
Q3 | $2.58M | Hold |
11,285
| – | – | 1.38% | 16 |
|
2021
Q2 | $2.73M | Sell |
11,285
-100
| -0.9% | -$24.2K | 1.51% | 12 |
|
2021
Q1 | $2.26M | Buy |
11,385
+200
| +2% | +$39.6K | 1.37% | 18 |
|
2020
Q4 | $1.97M | Sell |
11,185
-400
| -3% | -$70.6K | 1.25% | 24 |
|
2020
Q3 | $1.82M | Sell |
11,585
-70
| -0.6% | -$11K | 1.26% | 24 |
|
2020
Q2 | $1.4M | Buy |
11,655
+360
| +3% | +$43.2K | 1.07% | 27 |
|
2020
Q1 | $1.05M | Buy |
+11,295
| New | +$1.05M | 0.98% | 29 |
|