MPS Loria Financial Planners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,126
| Closed | -$239K | – | 80 |
|
|
2022
Q1 | $239K | Buy |
1,126
+30
| +3% | +$6.37K | 0.1% | 71 |
|
|
2021
Q4 | $253K | Hold |
1,096
| – | – | 0.1% | 71 |
|
|
2021
Q3 | $250K | Hold |
1,096
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $265K | Buy |
1,096
+101
| +10% | +$24.4K | 0.12% | 64 |
|
|
2021
Q1 | $197K | Hold |
995
| – | – | 0.09% | 80 |
|
|
2020
Q4 | $177K | Buy |
995
+48
| +5% | +$8.54K | 0.08% | 83 |
|
|
2020
Q3 | $149K | Buy |
947
+334
| +54% | +$52.6K | 0.08% | 77 |
|
|
2020
Q2 | $74K | Buy |
+613
| New | +$74K | 0.04% | 122 |
|
|
2017
Q3 | – | Sell |
-743
| Closed | -$40K | – | 299 |
|
|
2017
Q2 | $40K | Buy |
+743
| New | +$40K | 0.03% | 168 |
|