IWM
Integrated Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,013
| Closed | -$1.59M | – | 274 |
|
|
2016
Q4 | $1.59M | Sell |
22,013
-34
| -0.2% | -$2.46K | 0.59% | 50 |
|
|
2016
Q3 | $1.51M | Buy |
22,047
+222
| +1% | +$15.2K | 0.54% | 48 |
|
|
2016
Q2 | $1.52M | Sell |
21,825
-311
| -1% | -$21.7K | 0.59% | 39 |
|
|
2016
Q1 | $1.82M | Buy |
22,136
+315
| +1% | +$25.9K | 0.77% | 30 |
|
|
2015
Q4 | $1.58M | Sell |
21,821
-72
| -0.3% | -$5.23K | 0.68% | 35 |
|
|
2015
Q3 | $1.72M | Sell |
21,893
-1,168
| -5% | -$91.9K | 0.75% | 27 |
|
|
2015
Q2 | $1.88M | Buy |
+23,061
| New | +$1.88M | 0.73% | 29 |
|