9258 Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $498K | Hold |
3,195
| – | – | 0.07% | 200 |
|
|
2024
Q2 | $473K | Buy |
3,195
+148
| +5% | +$21.9K | 0.07% | 197 |
|
|
2024
Q1 | $540K | Sell |
3,047
-246
| -7% | -$43.6K | 0.08% | 186 |
|
|
2023
Q4 | $469K | Buy |
3,293
+21
| +0.6% | +$2.99K | 0.08% | 188 |
|
|
2023
Q3 | $362K | Sell |
3,272
-1,271
| -28% | -$141K | 0.07% | 218 |
|
|
2023
Q2 | $599K | Sell |
4,543
-333
| -7% | -$43.9K | 0.11% | 156 |
|
|
2023
Q1 | $808K | Buy |
4,876
+924
| +23% | +$153K | 0.16% | 117 |
|
|
2022
Q4 | $589K | Buy |
3,952
+139
| +4% | +$20.7K | 0.13% | 153 |
|
|
2022
Q3 | $566K | Buy |
3,813
+127
| +3% | +$18.9K | 0.14% | 154 |
|
|
2022
Q2 | $521K | Sell |
3,686
-551
| -13% | -$77.9K | 0.13% | 167 |
|
|
2022
Q1 | $899K | Sell |
4,237
-23
| -0.5% | -$4.88K | 0.21% | 120 |
|
|
2021
Q4 | $986K | Sell |
4,260
-301
| -7% | -$69.7K | 0.23% | 106 |
|
|
2021
Q3 | $1.04M | Sell |
4,561
-43
| -0.9% | -$9.83K | 0.28% | 83 |
|
|
2021
Q2 | $1.11M | Buy |
4,604
+630
| +16% | +$152K | 0.3% | 75 |
|
|
2021
Q1 | $787K | Buy |
3,974
+532
| +15% | +$105K | 0.24% | 106 |
|
|
2020
Q4 | $608K | Buy |
3,442
+330
| +11% | +$58.3K | 0.2% | 130 |
|
|
2020
Q3 | $474K | Sell |
3,112
-303
| -9% | -$46.2K | 0.18% | 142 |
|
|
2020
Q2 | $410K | Sell |
3,415
-126
| -4% | -$15.1K | 0.17% | 154 |
|
|
2020
Q1 | $389K | Buy |
3,541
+817
| +30% | +$89.8K | 0.17% | 150 |
|
|
2019
Q4 | $349K | Buy |
+2,724
| New | +$349K | 0.13% | 199 |
|