Compass Wealth Management’s Target TGT Stock Holding History

Compass Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Sell
2025 Q1	$644K	Sell
2024 Q4	$916K	Sell
2024 Q3	$1.12M	Sell
2024 Q2	$1.1M	Buy
2023 Q4	–	Sell
2023 Q3	$1.09M	Buy
2023 Q2	–	Sell
2023 Q1	$1.19M	Sell
2022 Q4	$1.1M	Buy