WealthShield Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,602
| Closed | -$250K | – | 517 |
|
|
2024
Q3 | $250K | Buy |
+1,602
| New | +$250K | 0.03% | 265 |
|
|
2024
Q1 | – | Sell |
-1,652
| Closed | -$235K | – | 512 |
|
|
2023
Q4 | $235K | Buy |
+1,652
| New | +$235K | 0.04% | 260 |
|
|
2023
Q3 | – | Sell |
-1,796
| Closed | -$237K | – | 504 |
|
|
2023
Q2 | $237K | Sell |
1,796
-63
| -3% | -$8.31K | 0.04% | 273 |
|
|
2023
Q1 | $308K | Buy |
+1,859
| New | +$308K | 0.05% | 253 |
|
|
2022
Q4 | – | Sell |
-2,255
| Closed | -$335K | – | 309 |
|
|
2022
Q3 | $335K | Buy |
2,255
+94
| +4% | +$14K | 0.07% | 235 |
|
|
2022
Q2 | $305K | Buy |
2,161
+701
| +48% | +$98.9K | 0.06% | 248 |
|
|
2022
Q1 | $310K | Sell |
1,460
-37
| -2% | -$7.86K | 0.05% | 281 |
|
|
2021
Q4 | $347K | Buy |
1,497
+358
| +31% | +$83K | 0.06% | 220 |
|
|
2021
Q3 | $261K | Buy |
1,139
+936
| +461% | +$214K | 0.07% | 200 |
|
|
2021
Q2 | $49K | Buy |
+203
| New | +$49K | 0.01% | 481 |
|
|
2021
Q1 | – | Sell |
-1,304
| Closed | -$231K | – | 1189 |
|
|
2020
Q4 | $231K | Sell |
1,304
-265
| -17% | -$46.9K | 0.04% | 267 |
|
|
2020
Q3 | $247K | Sell |
1,569
-112
| -7% | -$17.6K | 0.09% | 218 |
|
|
2020
Q2 | $202K | Sell |
1,681
-2,380
| -59% | -$286K | 0.09% | 200 |
|
|
2020
Q1 | $378K | Buy |
4,061
+1,004
| +33% | +$93.5K | 0.23% | 93 |
|
|
2019
Q4 | $392K | Buy |
3,057
+572
| +23% | +$73.3K | 0.19% | 118 |
|
|
2019
Q3 | $266K | Buy |
+2,485
| New | +$266K | 0.14% | 141 |
|