Alta Wealth Advisors’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 |
-1,285
| Closed | -$200K | – | 144 |
|
|
2024
Q3 | $200K | Sell |
1,285
-223
| -15% | -$34.8K | 0.09% | 131 |
|
|
2024
Q2 | $223K | Hold |
1,508
| – | – | 0.11% | 116 |
|
|
2024
Q1 | $267K | Sell |
1,508
-47
| -3% | -$8.33K | 0.14% | 112 |
|
|
2023
Q4 | $221K | Buy |
+1,555
| New | +$221K | 0.12% | 120 |
|
|
2023
Q3 | – | Sell |
-2,045
| Closed | -$270K | – | 136 |
|
|
2023
Q2 | $270K | Sell |
2,045
-147
| -7% | -$19.4K | 0.16% | 120 |
|
|
2023
Q1 | $363K | Buy |
2,192
+767
| +54% | +$127K | 0.23% | 109 |
|
|
2022
Q4 | $212K | Hold |
1,425
| – | – | 0.14% | 137 |
|
|
2022
Q3 | $211K | Hold |
1,425
| – | – | 0.15% | 130 |
|
|
2022
Q2 | $201K | Sell |
1,425
-111
| -7% | -$15.7K | 0.14% | 132 |
|
|
2022
Q1 | $326K | Hold |
1,536
| – | – | 0.19% | 122 |
|
|
2021
Q4 | $355K | Buy |
1,536
+69
| +5% | +$15.9K | 0.22% | 121 |
|
|
2021
Q3 | $336K | Sell |
1,467
-310
| -17% | -$71K | 0.24% | 118 |
|
|
2021
Q2 | $430K | Sell |
1,777
-33
| -2% | -$7.99K | 0.32% | 106 |
|
|
2021
Q1 | $359K | Hold |
1,810
| – | – | 0.3% | 107 |
|
|
2020
Q4 | $320K | Buy |
+1,810
| New | +$320K | 0.27% | 109 |
|