MWPCG
Measured Wealth Private Client Group’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,322
| Closed | -$281K | – | 206 |
|
|
2022
Q1 | $281K | Buy |
1,322
+43
| +3% | +$9.14K | 0.1% | 123 |
|
|
2021
Q4 | $296K | Hold |
1,279
| – | – | 0.1% | 123 |
|
|
2021
Q3 | $293K | Sell |
1,279
-1
| -0.1% | -$229 | 0.11% | 122 |
|
|
2021
Q2 | $309K | Buy |
1,280
+14
| +1% | +$3.38K | 0.1% | 135 |
|
|
2021
Q1 | $251K | Buy |
+1,266
| New | +$251K | 0.09% | 133 |
|
|
2018
Q4 | – | Sell |
-1,887
| Closed | -$166K | – | 646 |
|
|
2018
Q3 | $166K | Buy |
+1,887
| New | +$166K | 0.1% | 167 |
|