BSW Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,699
| Closed | -$400K | – | 327 |
|
|
2024
Q2 | $400K | Sell |
2,699
-325
| -11% | -$48.1K | 0.07% | 162 |
|
|
2024
Q1 | $536K | Buy |
3,024
+153
| +5% | +$27.1K | 0.09% | 128 |
|
|
2023
Q4 | $409K | Buy |
2,871
+122
| +4% | +$17.4K | 0.08% | 145 |
|
|
2023
Q3 | $304K | Buy |
+2,749
| New | +$304K | 0.07% | 171 |
|
|
2022
Q4 | – | Sell |
-1,753
| Closed | -$260K | – | 329 |
|
|
2022
Q3 | $260K | Buy |
1,753
+82
| +5% | +$12.2K | 0.06% | 210 |
|
|
2022
Q2 | $236K | Buy |
1,671
+169
| +11% | +$23.9K | 0.06% | 227 |
|
|
2022
Q1 | $319K | Buy |
1,502
+473
| +46% | +$100K | 0.08% | 195 |
|
|
2021
Q4 | $238K | Sell |
1,029
-235
| -19% | -$54.4K | 0.06% | 226 |
|
|
2021
Q3 | $289K | Buy |
1,264
+178
| +16% | +$40.7K | 0.08% | 190 |
|
|
2021
Q2 | $263K | Buy |
+1,086
| New | +$263K | 0.07% | 193 |
|