LRWA
Long Run Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,179
| Closed | -$3.61M | – | 110 |
|
|
2024
Q3 | $3.61M | Buy |
23,179
+2,780
| +14% | +$433K | 0.85% | 37 |
|
|
2024
Q2 | $3.02M | Sell |
20,399
-1,763
| -8% | -$261K | 0.76% | 39 |
|
|
2024
Q1 | $3.93M | Buy |
22,162
+902
| +4% | +$160K | 1.03% | 27 |
|
|
2023
Q4 | $3.03M | Buy |
21,260
+2,215
| +12% | +$315K | 0.87% | 33 |
|
|
2023
Q3 | $2.11M | Buy |
19,045
+1,296
| +7% | +$143K | 0.68% | 40 |
|
|
2023
Q2 | $2.34M | Buy |
+17,749
| New | +$2.34M | 0.75% | 39 |
|
|
2023
Q1 | – | Sell |
-14,034
| Closed | -$2.09M | – | 98 |
|
|
2022
Q4 | $2.09M | Buy |
14,034
+217
| +2% | +$32.3K | 0.75% | 36 |
|
|
2022
Q3 | $2.05M | Buy |
+13,817
| New | +$2.05M | 0.81% | 34 |
|