SMA
Sage Mountain Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
5,173
+451
| +10% | +$44.5K | 0.03% | 238 |
|
|
2025
Q1 | $493K | Sell |
4,722
-63
| -1% | -$6.57K | 0.04% | 225 |
|
|
2024
Q4 | $647K | Buy |
4,785
+567
| +13% | +$76.6K | 0.05% | 171 |
|
|
2024
Q3 | $657K | Buy |
4,218
+1,766
| +72% | +$275K | 0.06% | 160 |
|
|
2024
Q2 | $363K | Sell |
2,452
-514
| -17% | -$76.1K | 0.03% | 221 |
|
|
2024
Q1 | $526K | Buy |
2,966
+1,517
| +105% | +$269K | 0.05% | 153 |
|
|
2023
Q4 | $206K | Buy |
+1,449
| New | +$206K | 0.02% | 261 |
|
|
2023
Q3 | – | Sell |
-1,924
| Closed | -$254K | – | 384 |
|
|
2023
Q2 | $254K | Sell |
1,924
-105
| -5% | -$13.9K | 0.04% | 205 |
|
|
2023
Q1 | $336K | Buy |
+2,029
| New | +$336K | 0.05% | 155 |
|
|
2022
Q2 | – | Sell |
-1,107
| Closed | -$235K | – | 642 |
|
|
2022
Q1 | $235K | Buy |
1,107
+99
| +10% | +$21K | 0.04% | 431 |
|
|
2021
Q4 | $233K | Sell |
1,008
-5
| -0.5% | -$1.16K | 0.03% | 487 |
|
|
2021
Q3 | $232K | Hold |
1,013
| – | – | 0.03% | 406 |
|
|
2021
Q2 | $245K | Buy |
+1,013
| New | +$245K | 0.04% | 351 |
|