Octavia Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,208
| Closed | -$200K | – | 194 |
|
|
2023
Q1 | $200K | Buy |
+1,208
| New | +$200K | 0.05% | 178 |
|
|
2022
Q2 | – | Sell |
-1,151
| Closed | -$244K | – | 190 |
|
|
2022
Q1 | $244K | Buy |
1,151
+28
| +2% | +$5.94K | 0.05% | 164 |
|
|
2021
Q4 | $260K | Buy |
1,123
+161
| +17% | +$37.3K | 0.06% | 167 |
|
|
2021
Q3 | $220K | Sell |
962
-16
| -2% | -$3.66K | 0.06% | 169 |
|
|
2021
Q2 | $236K | Buy |
+978
| New | +$236K | 0.06% | 152 |
|