Foundations Investment Advisors’s Target TGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$590K	Buy	4,869 +1,789	+58%	+$202K	0.01%	664
2025 Q4	$301K	Sell	3,080 -2,291	-43%	-$211K	﹤0.01%	891
2025 Q3	$482K	Buy	5,371 +2,144	+66%	+$211K	0.01%	665
2025 Q2	$318K	Sell	3,227 -1,229	-28%	-$118K	0.01%	718
2025 Q1	$465K	Buy	4,456 +61	+1%	+$7.62K	0.01%	600
2024 Q4	$594K	Sell	4,395 -242	-5%	-$34.7K	0.01%	511
2024 Q3	$723K	Sell	4,637 -345	-7%	-$51.4K	0.02%	427
2024 Q2	$738K	Sell	4,982 -1	-0%	-$157	0.02%	412
2024 Q1	$883K	Sell	4,983 -672	-12%	-$102K	0.02%	343
2023 Q4	$817K	Buy	5,655 +1,618	+40%	+$198K	0.02%	343
2023 Q3	$446K	Sell	4,037 -143	-3%	-$18.2K	0.01%	415
2023 Q2	$551K	Sell	4,180 -1,316	-24%	-$195K	0.02%	345
2023 Q1	$910K	Buy	5,496 +759	+16%	+$125K	0.03%	251
2022 Q4	$706K	Sell	4,737 -271	-5%	-$42.5K	0.03%	235
2022 Q3	$743K	Buy	5,008 +3	+0.1%	+$480	0.03%	200
2022 Q2	$725K	Buy	5,005 +2,161	+76%	+$414K	0.03%	180
2022 Q1	$675K	Sell	2,844 -8	-0.3%	-$1.73K	0.03%	161
2021 Q4	$640K	Buy	+2,852	New	+$694K	0.02%	169