CWA
Canvas Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,819
| Closed | -$256K | – | 156 |
|
|
2023
Q4 | $256K | Buy |
+1,819
| New | +$256K | 0.09% | 111 |
|
|
2022
Q3 | – | Sell |
-1,580
| Closed | -$223K | – | 138 |
|
|
2022
Q2 | $223K | Sell |
1,580
-160
| -9% | -$22.6K | 0.09% | 114 |
|
|
2022
Q1 | $405K | Sell |
1,740
-7
| -0.4% | -$1.63K | 0.15% | 102 |
|
|
2021
Q4 | $404K | Sell |
1,747
-7
| -0.4% | -$1.62K | 0.15% | 97 |
|
|
2021
Q3 | $401K | Hold |
1,754
| – | – | 0.16% | 87 |
|
|
2021
Q2 | $424K | Buy |
1,754
+79
| +5% | +$19.1K | 0.19% | 83 |
|
|
2021
Q1 | $344K | Buy |
+1,675
| New | +$344K | 0.2% | 82 |
|