BWA
Blodgett Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,400
| Closed | -$209K | – | 65 |
|
|
2022
Q4 | $209K | Sell |
1,400
-200
| -13% | -$29.8K | 0.25% | 58 |
|
|
2022
Q3 | $237K | Sell |
1,600
-1,125
| -41% | -$167K | 0.28% | 53 |
|
|
2022
Q2 | $385K | Buy |
2,725
+1,075
| +65% | +$152K | 0.42% | 45 |
|
|
2022
Q1 | $350K | Hold |
1,650
| – | – | 0.29% | 56 |
|
|
2021
Q4 | $382K | Buy |
+1,650
| New | +$382K | 0.3% | 60 |
|