SFA
Source Financial Advisors’s Target TGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,694
| Closed | -$845K | – | 114 |
|
2021
Q3 | $845K | Sell |
3,694
-3
| -0.1% | -$686 | 0.22% | 54 |
|
2021
Q2 | $894K | Buy |
3,697
+20
| +0.5% | +$4.84K | 0.23% | 53 |
|
2021
Q1 | $728K | Buy |
3,677
+8
| +0.2% | +$1.58K | 0.19% | 59 |
|
2020
Q4 | $648K | Buy |
+3,669
| New | +$648K | 0.18% | 65 |
|