SimplyRich’s Target TGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$466K	Sell	4,726 -631	-12%	-$62.2K	0.13%	148
2025 Q1	$559K	Hold	5,357	–	–	0.16%	122
2024 Q4	$724K	Hold	5,357	–	–	0.21%	99
2024 Q3	$834K	Hold	5,357	–	–	0.23%	98
2024 Q2	$793K	Hold	5,357	–	–	0.25%	88
2024 Q1	$950K	Hold	5,357	–	–	0.31%	82
2023 Q4	$763K	Hold	5,357	–	–	0.26%	90
2023 Q3	$592K	Hold	5,357	–	–	0.29%	86
2023 Q2	$706K	Hold	5,357	–	–	0.25%	98
2023 Q1	$887K	Hold	5,357	–	–	0.33%	83
2022 Q4	$798K	Sell	5,357 -562	-9%	-$83.7K	0.32%	84
2022 Q3	$878K	Buy	5,919 +562	+10%	+$83.4K	0.4%	68
2022 Q2	$756K	Hold	5,357	–	–	0.31%	83
2022 Q1	$1.14M	Hold	5,357	–	–	0.4%	67
2021 Q4	$1.24M	Hold	5,357	–	–	0.41%	62
2021 Q3	$1.23M	Hold	5,357	–	–	0.45%	58
2021 Q2	$1.3M	Hold	5,357	–	–	0.6%	53
2021 Q1	$1.06M	Hold	5,357	–	–	0.42%	63
2020 Q4	$946K	Hold	5,357	–	–	0.42%	57
2020 Q3	$843K	Hold	5,357	–	–	0.42%	60
2020 Q2	$635K	Hold	5,357	–	–	0.35%	75
2020 Q1	$514K	Hold	5,357	–	–	0.34%	75
2019 Q4	$690K	Hold	5,357	–	–	0.35%	79
2019 Q3	$568K	Hold	5,357	–	–	0.31%	90
2019 Q2	$464K	Buy	+5,357	New	+$464K	0.26%	102
2018 Q4	–	Sell	-7,409	Closed	-$654K	–	138
2018 Q3	$654K	Hold	7,409	–	–	0.36%	87
2018 Q2	$564K	Hold	7,409	–	–	0.32%	103
2018 Q1	$514K	Buy	7,409 +2,052	+38%	+$142K	0.29%	112
2017 Q4	$350K	Buy	+5,357	New	+$350K	0.2%	128