LWM
Lakeridge Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,562
| Closed | -$243K | – | 160 |
|
|
2024
Q3 | $243K | Buy |
1,562
+10
| +0.6% | +$1.56K | 0.13% | 132 |
|
|
2024
Q2 | $230K | Buy |
1,552
+6
| +0.4% | +$888 | 0.14% | 128 |
|
|
2024
Q1 | $274K | Buy |
1,546
+9
| +0.6% | +$1.6K | 0.18% | 104 |
|
|
2023
Q4 | $219K | Buy |
+1,537
| New | +$219K | 0.16% | 118 |
|