BHPW
Beverly Hills Private Wealth’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,862
| Closed | -$290K | – | 354 |
|
|
2024
Q3 | $290K | Sell |
1,862
-503
| -21% | -$78.4K | 0.06% | 277 |
|
|
2024
Q2 | $350K | Sell |
2,365
-108
| -4% | -$16K | 0.08% | 247 |
|
|
2024
Q1 | $438K | Buy |
2,473
+107
| +5% | +$19K | 0.1% | 217 |
|
|
2023
Q4 | $337K | Sell |
2,366
-12,466
| -84% | -$1.78M | 0.09% | 235 |
|
|
2023
Q3 | $1.64M | Sell |
14,832
-14,122
| -49% | -$1.56M | 0.49% | 57 |
|
|
2023
Q2 | $3.84M | Buy |
28,954
+13,861
| +92% | +$1.84M | 0.63% | 49 |
|
|
2023
Q1 | $2.5M | Buy |
15,093
+2,097
| +16% | +$347K | 0.78% | 36 |
|
|
2022
Q4 | $1.94M | Buy |
+12,996
| New | +$1.94M | 0.85% | 33 |
|