CTWM
Cherry Tree Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
1,354
-162
| -11% | -$16K | 0.03% | 190 |
|
|
2025
Q1 | $158K | Sell |
1,516
-49
| -3% | -$5.11K | 0.04% | 172 |
|
|
2024
Q4 | $212K | Buy |
1,565
+2
| +0.1% | +$270 | 0.05% | 154 |
|
|
2024
Q3 | $244K | Buy |
1,563
+1
| +0.1% | +$156 | 0.06% | 152 |
|
|
2024
Q2 | $231K | Sell |
1,562
-80
| -5% | -$11.8K | 0.06% | 151 |
|
|
2024
Q1 | $291K | Buy |
1,642
+1
| +0.1% | +$177 | 0.07% | 136 |
|
|
2023
Q4 | $234K | Sell |
1,641
-50
| -3% | -$7.12K | 0.06% | 140 |
|
|
2023
Q3 | $187K | Sell |
1,691
-1
| -0.1% | -$111 | 0.05% | 144 |
|
|
2023
Q2 | $223K | Buy |
+1,692
| New | +$223K | 0.07% | 132 |
|