Elevation Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
1,776
| – | – | 0.07% | 119 |
|
|
2025
Q1 | $185K | Hold |
1,776
| – | – | 0.08% | 115 |
|
|
2024
Q4 | $240K | Hold |
1,776
| – | – | 0.1% | 100 |
|
|
2024
Q3 | $277K | Hold |
1,776
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $263K | Sell |
1,776
-574
| -24% | -$85K | 0.12% | 93 |
|
|
2024
Q1 | $417K | Sell |
2,350
-1,054
| -31% | -$187K | 0.21% | 75 |
|
|
2023
Q4 | $376K | Buy |
3,404
+1,595
| +88% | +$176K | 0.23% | 76 |
|
|
2023
Q3 | $200K | Buy |
1,809
+7
| +0.4% | +$774 | 0.17% | 58 |
|
|
2023
Q2 | $238K | Buy |
1,802
+7
| +0.4% | +$923 | 0.2% | 53 |
|
|
2023
Q1 | $297K | Buy |
+1,795
| New | +$297K | 0.27% | 49 |
|