Mount Yale Investment Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
33,864
+4,672
| +16% | +$461K | 0.26% | 76 |
|
|
2025
Q1 | $3.05M | Buy |
29,192
+3,376
| +13% | +$352K | 0.26% | 83 |
|
|
2024
Q4 | $3.49M | Buy |
25,816
+20,188
| +359% | +$2.73M | 0.28% | 68 |
|
|
2024
Q3 | $877K | Sell |
5,628
-4,172
| -43% | -$650K | 0.08% | 221 |
|
|
2024
Q2 | $1.45M | Sell |
9,800
-387
| -4% | -$57.3K | 0.11% | 168 |
|
|
2024
Q1 | $1.81M | Buy |
10,187
+6,424
| +171% | +$1.14M | 0.14% | 143 |
|
|
2023
Q4 | $536K | Sell |
3,763
-49
| -1% | -$6.98K | 0.05% | 309 |
|
|
2023
Q3 | $421K | Sell |
3,812
-43
| -1% | -$4.76K | 0.05% | 329 |
|
|
2023
Q2 | $508K | Sell |
3,855
-6,294
| -62% | -$830K | 0.05% | 301 |
|
|
2023
Q1 | $1.68M | Buy |
10,149
+4,086
| +67% | +$677K | 0.19% | 120 |
|
|
2022
Q4 | $904K | Sell |
6,063
-3,266
| -35% | -$487K | 0.1% | 202 |
|
|
2022
Q3 | $1.38M | Buy |
9,329
+5,284
| +131% | +$784K | 0.18% | 120 |
|
|
2022
Q2 | $571K | Sell |
4,045
-2,673
| -40% | -$377K | 0.07% | 263 |
|
|
2022
Q1 | $1.43M | Buy |
6,718
+131
| +2% | +$27.8K | 0.16% | 146 |
|
|
2021
Q4 | $1.52M | Buy |
6,587
+575
| +10% | +$133K | 0.16% | 141 |
|
|
2021
Q3 | $1.38M | Buy |
6,012
+2,607
| +77% | +$596K | 0.16% | 141 |
|
|
2021
Q2 | $823K | Sell |
3,405
-31
| -0.9% | -$7.49K | 0.1% | 209 |
|
|
2021
Q1 | $681K | Buy |
+3,436
| New | +$681K | 0.09% | 225 |
|
|
2018
Q4 | – | Sell |
-422
| Closed | -$37K | – | 730 |
|
|
2018
Q3 | $37K | Sell |
422
-1,687
| -80% | -$148K | 0.01% | 665 |
|
|
2018
Q2 | $161K | Buy |
2,109
+890
| +73% | +$67.9K | 0.03% | 334 |
|
|
2018
Q1 | $85K | Buy |
+1,219
| New | +$85K | 0.02% | 502 |
|