CWM
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Centricity Wealth Management’s Target TGT Stock Holding History

Centricity Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$40K Sell
405
-178
-31% -$17.6K 0.03% 189
2025
Q1 		$60.8K Sell
583
-127
-18% -$13.3K 0.06% 148
2024
Q4 		$96K Buy
+710
New +$96K 0.09% 118