Kingswood Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Buy |
13,172
+3,480
| +36% | +$343K | 0.1% | 215 |
|
2025
Q1 | $1.01M | Sell |
9,692
-2,832
| -23% | -$296K | 0.09% | 241 |
|
2024
Q4 | $1.69M | Sell |
12,524
-1,419
| -10% | -$192K | 0.13% | 169 |
|
2024
Q3 | $2.17M | Buy |
13,943
+4,113
| +42% | +$641K | 0.15% | 149 |
|
2024
Q2 | $1.46M | Sell |
9,830
-804
| -8% | -$119K | 0.13% | 164 |
|
2024
Q1 | $1.88M | Sell |
10,634
-26
| -0.2% | -$4.61K | 0.22% | 113 |
|
2023
Q4 | $1.52M | Buy |
10,660
+3,232
| +44% | +$460K | 0.17% | 136 |
|
2023
Q3 | $821K | Sell |
7,428
-1,035
| -12% | -$114K | 0.14% | 170 |
|
2023
Q2 | $1.12M | Buy |
+8,463
| New | +$1.12M | 0.36% | 73 |
|