Mark Sheptoff Financial Planning’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34
| Closed | -$5.07K | – | 395 |
|
|
2022
Q4 | $5.07K | Buy |
+34
| New | +$5.07K | ﹤0.01% | 313 |
|
|
2022
Q2 | – | Sell |
-1,975
| Closed | -$419K | – | 431 |
|
|
2022
Q1 | $419K | Buy |
1,975
+200
| +11% | +$42.4K | 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% | -$49.6K | 0.2% | 70 |
|
|
2020
Q4 | $357K | Buy |
2,025
+1,100
| +119% | +$194K | 0.2% | 73 |
|
|
2020
Q3 | $146K | Buy |
925
+800
| +640% | +$126K | 0.09% | 106 |
|
|
2020
Q2 | $15K | Buy |
+125
| New | +$15K | 0.01% | 221 |
|
|
2020
Q1 | – | Sell |
-260
| Closed | -$33K | – | 379 |
|
|
2019
Q4 | $33K | Hold |
260
| – | – | 0.02% | 177 |
|
|
2019
Q3 | $28K | Buy |
+260
| New | +$28K | 0.02% | 185 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$5K | – | 389 |
|
|
2017
Q2 | $5K | Sell |
100
-1
| -1% | -$50 | ﹤0.01% | 309 |
|
|
2017
Q1 | $6K | Sell |
101
-999
| -91% | -$59.3K | ﹤0.01% | 300 |
|
|
2016
Q4 | $79K | Buy |
1,100
+1,000
| +1,000% | +$71.8K | 0.06% | 148 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | 0.01% | 278 |
|
|
2016
Q2 | $7K | Buy |
+100
| New | +$7K | 0.01% | 265 |
|
|
2015
Q4 | – | Sell |
-46
| Closed | -$4K | – | 427 |
|
|
2015
Q3 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 306 |
|