RWM
RKL Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,670
| Closed | -$1.44M | – | 137 |
|
|
2023
Q1 | $1.44M | Sell |
8,670
-215
| -2% | -$35.6K | 0.18% | 63 |
|
|
2022
Q4 | $1.32M | Sell |
8,885
-249
| -3% | -$37.1K | 0.18% | 69 |
|
|
2022
Q3 | $1.36M | Buy |
9,134
+83
| +0.9% | +$12.3K | 0.2% | 66 |
|
|
2022
Q2 | $1.28M | Buy |
9,051
+149
| +2% | +$21K | 0.18% | 68 |
|
|
2022
Q1 | $1.89M | Buy |
8,902
+416
| +5% | +$88.3K | 0.23% | 58 |
|
|
2021
Q4 | $1.96M | Buy |
8,486
+31
| +0.4% | +$7.18K | 0.23% | 56 |
|
|
2021
Q3 | $1.93M | Buy |
8,455
+9
| +0.1% | +$2.06K | 0.25% | 54 |
|
|
2021
Q2 | $2.04M | Sell |
8,446
-5
| -0.1% | -$1.21K | 0.26% | 55 |
|
|
2021
Q1 | $1.67M | Sell |
8,451
-380
| -4% | -$75.3K | 0.22% | 59 |
|
|
2020
Q4 | $1.56M | Sell |
8,831
-90
| -1% | -$15.9K | 0.22% | 59 |
|
|
2020
Q3 | $1.4M | Buy |
+8,921
| New | +$1.4M | 0.22% | 60 |
|