Smith & Howard Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-3,167
| Closed | -$259K | – | 84 |
|
2015
Q2 | $259K | Hold |
3,167
| – | – | 0.11% | 61 |
|
2015
Q1 | $260K | Buy |
+3,167
| New | +$260K | 0.11% | 60 |
|
2014
Q1 | – | Sell |
-2,415
| Closed | -$153K | – | 199 |
|
2013
Q4 | $153K | Buy |
2,415
+1,135
| +89% | +$71.9K | 0.08% | 59 |
|
2013
Q3 | $82K | Buy |
+1,280
| New | +$82K | 0.05% | 91 |
|