Financial Synergies Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-148
| Closed | -$26.3K | – | 429 |
|
|
2024
Q1 | $26.3K | Buy |
148
+10
| +7% | +$1.78K | ﹤0.01% | 169 |
|
|
2023
Q4 | $20.6K | Sell |
138
-10
| -7% | -$1.49K | ﹤0.01% | 139 |
|
|
2023
Q3 | $16.4K | Buy |
148
+2
| +1% | +$222 | ﹤0.01% | 197 |
|
|
2023
Q2 | $19.3K | Buy |
146
+8
| +6% | +$1.06K | ﹤0.01% | 175 |
|
|
2023
Q1 | $22.9K | Hold |
138
| – | – | ﹤0.01% | 163 |
|
|
2022
Q4 | $20.6K | Buy |
138
+137
| +13,700% | +$20.5K | ﹤0.01% | 139 |
|
|
2022
Q3 | $187 | Buy |
+1
| New | +$187 | ﹤0.01% | 449 |
|