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