Lucia Wealth Services’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $937K | Buy |
5,950
+302
| +5% | +$47.6K | 0.22% | 79 |
|
|
2020
Q2 | $677K | Buy |
5,648
+410
| +8% | +$49.1K | 0.18% | 91 |
|
|
2020
Q1 | $487K | Sell |
5,238
-878
| -14% | -$81.6K | 0.16% | 106 |
|
|
2019
Q4 | $784K | Buy |
6,116
+447
| +8% | +$57.3K | 0.24% | 71 |
|
|
2019
Q3 | $606K | Sell |
5,669
-1,535
| -21% | -$164K | 0.2% | 79 |
|
|
2019
Q2 | $624K | Sell |
7,204
-1,164
| -14% | -$101K | 0.21% | 73 |
|
|
2019
Q1 | $672K | Buy |
8,368
+3,485
| +71% | +$280K | 0.23% | 81 |
|
|
2018
Q4 | $323K | Sell |
4,883
-3,793
| -44% | -$251K | 0.15% | 92 |
|
|
2018
Q3 | $765K | Sell |
8,676
-269
| -3% | -$23.7K | 0.24% | 88 |
|
|
2018
Q2 | $681K | Sell |
8,945
-4,897
| -35% | -$373K | 0.3% | 76 |
|
|
2018
Q1 | $961K | Buy |
13,842
+4,787
| +53% | +$332K | 0.31% | 81 |
|
|
2017
Q4 | $591K | Buy |
+9,055
| New | +$591K | 0.26% | 73 |
|