CreativeOne Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
7,774
+813
| +12% | +$80.2K | 0.02% | 613 |
|
|
2025
Q1 | $726K | Buy |
6,961
+1,519
| +28% | +$159K | 0.02% | 583 |
|
|
2024
Q4 | $736K | Sell |
5,442
-435
| -7% | -$58.8K | 0.02% | 578 |
|
|
2024
Q3 | $916K | Buy |
5,877
+1,402
| +31% | +$219K | 0.03% | 457 |
|
|
2024
Q2 | $662K | Sell |
4,475
-2,763
| -38% | -$409K | 0.03% | 414 |
|
|
2024
Q1 | $1.28M | Buy |
7,238
+1,866
| +35% | +$331K | 0.05% | 325 |
|
|
2023
Q4 | $765K | Buy |
5,372
+206
| +4% | +$29.3K | 0.05% | 295 |
|
|
2023
Q3 | $571K | Sell |
5,166
-3,368
| -39% | -$372K | 0.04% | 316 |
|
|
2023
Q2 | $1.13M | Sell |
8,534
-4,595
| -35% | -$606K | 0.05% | 312 |
|
|
2023
Q1 | $2.17M | Buy |
13,129
+338
| +3% | +$56K | 0.11% | 165 |
|
|
2022
Q4 | $1.91M | Sell |
12,791
-523
| -4% | -$77.9K | 0.11% | 172 |
|
|
2022
Q3 | $1.98M | Buy |
13,314
+1,097
| +9% | +$163K | 0.12% | 152 |
|
|
2022
Q2 | $1.73M | Buy |
12,217
+2,639
| +28% | +$373K | 0.09% | 171 |
|
|
2022
Q1 | $2.03M | Sell |
9,578
-13,567
| -59% | -$2.88M | 0.11% | 158 |
|
|
2021
Q4 | $5.36M | Buy |
23,145
+1,866
| +9% | +$432K | 0.26% | 69 |
|
|
2021
Q3 | $4.87M | Buy |
21,279
+2,496
| +13% | +$571K | 0.29% | 67 |
|
|
2021
Q2 | $4.54M | Buy |
18,783
+3,594
| +24% | +$869K | 0.28% | 73 |
|
|
2021
Q1 | $3.01M | Buy |
+15,189
| New | +$3.01M | 0.23% | 77 |
|