PWA
Phoenix Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,295
| Closed | -$342K | – | 114 |
|
|
2022
Q4 | $342K | Sell |
2,295
-628
| -21% | -$93.6K | 0.21% | 66 |
|
|
2022
Q3 | $434K | Buy |
2,923
+191
| +7% | +$28.4K | 0.43% | 50 |
|
|
2022
Q2 | $386K | Buy |
+2,732
| New | +$386K | 0.38% | 56 |
|
|
2022
Q1 | – | Sell |
-2,337
| Closed | -$541K | – | 127 |
|
|
2021
Q4 | $541K | Hold |
2,337
| – | – | 0.41% | 59 |
|
|
2021
Q3 | $535K | Hold |
2,337
| – | – | 0.4% | 63 |
|
|
2021
Q2 | $574K | Buy |
2,337
+1
| +0% | +$246 | 0.41% | 63 |
|
|
2021
Q1 | $469K | Buy |
2,336
+105
| +5% | +$21.1K | 0.36% | 58 |
|
|
2020
Q4 | $394K | Buy |
+2,231
| New | +$394K | 0.3% | 68 |
|