CWM
C2C Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
3,050
| – | – | 0.27% | 68 |
|
|
2025
Q1 | $318K | Hold |
3,050
| – | – | 0.3% | 64 |
|
|
2024
Q4 | $412K | Hold |
3,050
| – | – | 0.38% | 50 |
|
|
2024
Q3 | $458K | Hold |
3,050
| – | – | 0.43% | 47 |
|
|
2024
Q2 | $452K | Hold |
3,050
| – | – | 0.44% | 46 |
|
|
2024
Q1 | $540K | Sell |
3,050
-20
| -0.7% | -$3.54K | 0.54% | 44 |
|
|
2023
Q4 | $438K | Buy |
3,070
+50
| +2% | +$7.13K | 0.37% | 62 |
|
|
2023
Q3 | $320K | Sell |
3,020
-50
| -2% | -$5.31K | 0.05% | 193 |
|
|
2023
Q2 | $399K | Hold |
3,070
| – | – | 0.05% | 177 |
|
|
2023
Q1 | $502K | Buy |
3,070
+50
| +2% | +$8.17K | 0.08% | 145 |
|
|
2022
Q4 | $484K | Hold |
3,020
| – | – | 0.08% | 105 |
|
|
2022
Q3 | $474K | Hold |
3,020
| – | – | 0.09% | 104 |
|
|
2022
Q2 | $463K | Hold |
3,020
| – | – | 0.08% | 109 |
|
|
2022
Q1 | $747K | Sell |
3,020
-50
| -2% | -$12.4K | 0.13% | 92 |
|
|
2021
Q4 | $711K | Buy |
+3,070
| New | +$711K | 0.1% | 106 |
|