PFWA
Paces Ferry Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,220
| Closed | -$216K | – | 118 |
|
|
2024
Q1 | $216K | Buy |
+1,220
| New | +$216K | 0.14% | 103 |
|
|
2023
Q2 | – | Sell |
-1,212
| Closed | -$201K | – | 114 |
|
|
2023
Q1 | $201K | Buy |
+1,212
| New | +$201K | 0.16% | 108 |
|
|
2022
Q2 | – | Sell |
-1,756
| Closed | -$373K | – | 116 |
|
|
2022
Q1 | $373K | Sell |
1,756
-15
| -0.8% | -$3.19K | 0.3% | 72 |
|
|
2021
Q4 | $410K | Buy |
1,771
+162
| +10% | +$37.5K | 0.29% | 72 |
|
|
2021
Q3 | $368K | Buy |
1,609
+94
| +6% | +$21.5K | 0.29% | 79 |
|
|
2021
Q2 | $366K | Sell |
1,515
-25
| -2% | -$6.04K | 0.28% | 77 |
|
|
2021
Q1 | $305K | Sell |
1,540
-88
| -5% | -$17.4K | 0.27% | 82 |
|
|
2020
Q4 | $287K | Buy |
1,628
+109
| +7% | +$19.2K | 0.26% | 80 |
|
|
2020
Q3 | $239K | Buy |
+1,519
| New | +$239K | 0.21% | 87 |
|