AO
Advisor OS’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,048
| Closed | -$1.41M | – | 449 |
|
|
2024
Q3 | $1.41M | Buy |
9,048
+1,218
| +16% | +$190K | 0.14% | 118 |
|
|
2024
Q2 | $1.16M | Buy |
7,830
+3,649
| +87% | +$540K | 0.13% | 137 |
|
|
2024
Q1 | $741K | Buy |
+4,181
| New | +$741K | 0.09% | 194 |
|
|
2020
Q4 | – | Sell |
-1,536
| Closed | -$242K | – | 158 |
|
|
2020
Q3 | $242K | Sell |
1,536
-2,703
| -64% | -$426K | 0.1% | 90 |
|
|
2020
Q2 | $508K | Buy |
+4,239
| New | +$508K | 0.3% | 66 |
|