CWP
Corepath Wealth Partners’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,223
| Closed | -$200K | – | 43 |
|
|
2023
Q1 | $200K | Buy |
+1,223
| New | +$200K | 0.13% | 39 |
|
|
2022
Q2 | – | Sell |
-1,223
| Closed | -$296K | – | 38 |
|
|
2022
Q1 | $296K | Hold |
1,223
| – | – | 0.21% | 30 |
|
|
2021
Q4 | $278K | Hold |
1,223
| – | – | 0.2% | 32 |
|
|
2021
Q3 | $278K | Sell |
1,223
-558
| -31% | -$127K | 0.21% | 32 |
|
|
2021
Q2 | $463K | Hold |
1,781
| – | – | 0.36% | 27 |
|
|
2021
Q1 | $366K | Buy |
1,781
+139
| +8% | +$28.6K | 0.32% | 27 |
|
|
2020
Q4 | $290K | Buy |
+1,642
| New | +$290K | 0.3% | 32 |
|