LPAM
Lodestar Private Asset Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,836
| Closed | -$248K | – | 218 |
|
|
2024
Q4 | $248K | Hold |
1,836
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $286K | Sell |
1,836
-250
| -12% | -$39K | 0.04% | 184 |
|
|
2024
Q2 | $309K | Buy |
2,086
+600
| +40% | +$88.8K | 0.04% | 169 |
|
|
2024
Q1 | $263K | Buy |
1,486
+1
| +0.1% | +$177 | 0.04% | 187 |
|
|
2023
Q4 | $212K | Buy |
+1,485
| New | +$212K | 0.03% | 196 |
|
|
2023
Q3 | – | Sell |
-1,557
| Closed | -$205K | – | 202 |
|
|
2023
Q2 | $205K | Sell |
1,557
-91
| -6% | -$12K | 0.03% | 191 |
|
|
2023
Q1 | $273K | Buy |
1,648
+100
| +6% | +$16.6K | 0.05% | 163 |
|
|
2022
Q4 | $231K | Buy |
+1,548
| New | +$231K | 0.04% | 179 |
|