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Shum Financial Group’s Target TGT Stock Holding History

Shum Financial Group’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$430K Buy
4,121
+75
+2% +$7.83K 0.37% 68
2024
Q4 		$547K Sell
4,046
-987
-20% -$133K 0.47% 63
2024
Q3 		$760K Buy
+5,033
New +$760K 0.63% 52