Journey Strategic Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,611
| Closed | -$218K | – | 541 |
|
|
2024
Q4 | $218K | Sell |
1,611
-143
| -8% | -$19.3K | 0.01% | 441 |
|
|
2024
Q3 | $273K | Buy |
1,754
+341
| +24% | +$53.1K | 0.01% | 362 |
|
|
2024
Q2 | $209K | Buy |
+1,413
| New | +$209K | 0.01% | 357 |
|
|
2023
Q2 | – | Sell |
-1,802
| Closed | -$298K | – | 266 |
|
|
2023
Q1 | $298K | Buy |
1,802
+85
| +5% | +$14.1K | 0.03% | 156 |
|
|
2022
Q4 | $256K | Buy |
1,717
+223
| +15% | +$33.2K | 0.03% | 163 |
|
|
2022
Q3 | $222K | Buy |
+1,494
| New | +$222K | 0.03% | 143 |
|
|
2022
Q2 | – | Sell |
-1,544
| Closed | -$328K | – | 206 |
|
|
2022
Q1 | $328K | Buy |
1,544
+187
| +14% | +$39.7K | 0.04% | 87 |
|
|
2021
Q4 | $314K | Buy |
+1,357
| New | +$314K | 0.03% | 117 |
|