Ledge Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,223
| Closed | -$246K | – | 65 |
|
|
2023
Q3 | $246K | Sell |
2,223
-10,841
| -83% | -$1.2M | 0.11% | 55 |
|
|
2023
Q2 | $1.72M | Sell |
13,064
-1,806
| -12% | -$238K | 0.82% | 36 |
|
|
2023
Q1 | $2.46M | Buy |
14,870
+757
| +5% | +$125K | 1.17% | 24 |
|
|
2022
Q4 | $2.1M | Buy |
14,113
+2,253
| +19% | +$336K | 0.96% | 31 |
|
|
2022
Q3 | $1.76M | Sell |
11,860
-339
| -3% | -$50.3K | 1.08% | 26 |
|
|
2022
Q2 | $1.72M | Buy |
12,199
+2,610
| +27% | +$369K | 1.06% | 30 |
|
|
2022
Q1 | $2.04M | Buy |
+9,589
| New | +$2.04M | 1.27% | 19 |
|