Perfromance Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,577
| Closed | -$233K | – | 202 |
|
|
2024
Q2 | $233K | Hold |
1,577
| – | – | 0.01% | 143 |
|
|
2024
Q1 | $279K | Hold |
1,577
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $225K | Buy |
+1,577
| New | +$225K | 0.01% | 149 |
|
|
2023
Q3 | – | Sell |
-1,602
| Closed | -$212K | – | 182 |
|
|
2023
Q2 | $212K | Hold |
1,602
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $265K | Sell |
1,602
-89
| -5% | -$14.7K | 0.01% | 155 |
|
|
2022
Q4 | $252K | Buy |
1,691
+1
| +0.1% | +$149 | 0.02% | 138 |
|
|
2022
Q3 | $251K | Sell |
1,690
-748
| -31% | -$111K | 0.01% | 136 |
|
|
2022
Q2 | $344K | Buy |
2,438
+583
| +31% | +$82.3K | 0.02% | 119 |
|
|
2022
Q1 | $394K | Sell |
1,855
-29
| -2% | -$6.16K | 0.02% | 122 |
|
|
2021
Q4 | $436K | Buy |
+1,884
| New | +$436K | 0.02% | 122 |
|