Insight Wealth Strategies’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,404
| Closed | -$2.71M | – | 174 |
|
|
2024
Q3 | $2.71M | Buy |
17,404
+681
| +4% | +$106K | 0.36% | 71 |
|
|
2024
Q2 | $2.48M | Sell |
16,723
-380
| -2% | -$56.3K | 0.35% | 65 |
|
|
2024
Q1 | $3.03M | Sell |
17,103
-902
| -5% | -$160K | 0.44% | 54 |
|
|
2023
Q4 | $2.56M | Buy |
18,005
+2,821
| +19% | +$402K | 0.41% | 44 |
|
|
2023
Q3 | $1.68M | Buy |
15,184
+2,097
| +16% | +$232K | 0.32% | 64 |
|
|
2023
Q2 | $1.73M | Buy |
13,087
+195
| +2% | +$25.7K | 0.33% | 54 |
|
|
2023
Q1 | $2.14M | Buy |
12,892
+226
| +2% | +$37.4K | 0.42% | 35 |
|
|
2022
Q4 | $1.89M | Buy |
12,666
+1,257
| +11% | +$187K | 0.36% | 41 |
|
|
2022
Q3 | $1.61M | Hold |
11,409
| – | – | 0.3% | 48 |
|
|
2022
Q2 | $1.61M | Buy |
11,409
+1,493
| +15% | +$211K | 0.3% | 48 |
|
|
2022
Q1 | $2.1M | Buy |
9,916
+1,510
| +18% | +$320K | 0.31% | 45 |
|
|
2021
Q4 | $1.95M | Buy |
8,406
+1,201
| +17% | +$278K | 0.28% | 51 |
|
|
2021
Q3 | $1.65M | Buy |
7,205
+1
| +0% | +$229 | 0.23% | 62 |
|
|
2021
Q2 | $1.74M | Sell |
7,204
-2,633
| -27% | -$636K | 0.25% | 56 |
|
|
2021
Q1 | $1.95M | Buy |
9,837
+4,142
| +73% | +$821K | 0.26% | 55 |
|
|
2020
Q4 | $1.01M | Sell |
5,695
-263
| -4% | -$46.4K | 0.17% | 72 |
|
|
2020
Q3 | $938K | Buy |
5,958
+328
| +6% | +$51.6K | 0.17% | 60 |
|
|
2020
Q2 | $675K | Buy |
5,630
+1,664
| +42% | +$200K | 0.15% | 64 |
|
|
2020
Q1 | $369K | Sell |
3,966
-3,565
| -47% | -$332K | 0.1% | 99 |
|
|
2019
Q4 | $966K | Sell |
7,531
-46
| -0.6% | -$5.9K | 0.2% | 84 |
|
|
2019
Q3 | $810K | Buy |
7,577
+432
| +6% | +$46.2K | 0.19% | 82 |
|
|
2019
Q2 | $619K | Buy |
7,145
+14
| +0.2% | +$1.21K | 0.15% | 89 |
|
|
2019
Q1 | $572K | Buy |
7,131
+166
| +2% | +$13.3K | 0.16% | 89 |
|
|
2018
Q4 | $460K | Buy |
+6,965
| New | +$460K | 0.14% | 91 |
|