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Mark Sheptoff Financial Planning’s Target TGT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-34
Closed -$5.07K – 395
2022
Q4 		$5.07K Buy
+34
New +$5.33K ﹤0.01% 313
2022
Q2 		– Sell
-1,975
Closed -$419K – 431
2022
Q1 		$419K Buy
1,975
+200
+11% +$43.3K 0.21% 70
2021
Q4 		$411K Hold
1,775
– – 0.2% 74
2021
Q3 		$406K Hold
1,775
– – 0.22% 68
2021
Q2 		$429K Hold
1,775
– – 0.23% 68
2021
Q1 		$352K Sell
1,775
-250
-12% -$46.8K 0.2% 70
2020
Q4 		$357K Buy
2,025
+1,100
+119% +$183K 0.2% 73
2020
Q3 		$146K Buy
925
+800
+640% +$110K 0.09% 106
2020
Q2 		$15K Buy
+125
New +$14.3K 0.01% 221
2020
Q1 		– Sell
-260
Closed -$33K – 379
2019
Q4 		$33K Hold
260
– – 0.02% 177
2019
Q3 		$28K Buy
+260
New +$24.7K 0.02% 185
2017
Q3 		– Sell
-100
Closed -$5K – 389
2017
Q2 		$5K Sell
100
-1
-1% -$55 ﹤0.01% 309
2017
Q1 		$6K Sell
101
-999
-91% -$62.2K ﹤0.01% 300
2016
Q4 		$79K Buy
1,100
+1,000
+1,000% +$72.4K 0.06% 148
2016
Q3 		$7K Hold
100
– – 0.01% 278
2016
Q2 		$7K Buy
+100
New +$7.46K 0.01% 265
2015
Q4 		– Sell
-46
Closed -$4K – 427
2015
Q3 		$4K Buy
+46
New +$3.67K ﹤0.01% 306

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return