YHB Investment Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,909
| Closed | -$285K | – | 289 |
|
|
2022
Q4 | $285K | Hold |
1,909
| – | – | 0.03% | 230 |
|
|
2022
Q3 | $283K | Hold |
1,909
| – | – | 0.03% | 228 |
|
|
2022
Q2 | $270K | Sell |
1,909
-805
| -30% | -$114K | 0.03% | 233 |
|
|
2022
Q1 | $576K | Sell |
2,714
-517
| -16% | -$110K | 0.05% | 187 |
|
|
2021
Q4 | $748K | Hold |
3,231
| – | – | 0.06% | 182 |
|
|
2021
Q3 | $739K | Sell |
3,231
-332
| -9% | -$75.9K | 0.06% | 179 |
|
|
2021
Q2 | $861K | Hold |
3,563
| – | – | 0.07% | 175 |
|
|
2021
Q1 | $743K | Sell |
3,563
-1,695
| -32% | -$353K | 0.06% | 180 |
|
|
2020
Q4 | $928K | Hold |
5,258
| – | – | 0.09% | 165 |
|
|
2020
Q3 | $828K | Buy |
5,258
+1,932
| +58% | +$304K | 0.09% | 165 |
|
|
2020
Q2 | $399K | Sell |
3,326
-16
| -0.5% | -$1.92K | 0.06% | 139 |
|
|
2020
Q1 | $311K | Sell |
3,342
-164
| -5% | -$15.3K | 0.05% | 139 |
|
|
2019
Q4 | $450K | Buy |
3,506
+253
| +8% | +$32.5K | 0.06% | 134 |
|
|
2019
Q3 | $348K | Sell |
3,253
-50
| -2% | -$5.35K | 0.05% | 150 |
|
|
2019
Q2 | $286K | Sell |
3,303
-1,350
| -29% | -$117K | 0.05% | 158 |
|
|
2019
Q1 | $373K | Hold |
4,653
| – | – | 0.06% | 146 |
|
|
2018
Q4 | $308K | Sell |
4,653
-360
| -7% | -$23.8K | 0.06% | 152 |
|
|
2018
Q3 | $442K | Hold |
5,013
| – | – | 0.07% | 139 |
|
|
2018
Q2 | $382K | Buy |
5,013
+1,326
| +36% | +$101K | 0.06% | 143 |
|
|
2018
Q1 | $256K | Buy |
+3,687
| New | +$256K | 0.04% | 161 |
|