SPWG
Sage Private Wealth Group’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
4,182
+1,906
| +84% | +$188K | 0.26% | 52 |
|
|
2025
Q1 | $238K | Buy |
2,276
+87
| +4% | +$9.08K | 0.18% | 79 |
|
|
2024
Q4 | $296K | Sell |
2,189
-49
| -2% | -$6.63K | 0.22% | 66 |
|
|
2024
Q3 | $349K | Buy |
2,238
+112
| +5% | +$17.5K | 0.27% | 64 |
|
|
2024
Q2 | $315K | Sell |
2,126
-182
| -8% | -$27K | 0.27% | 64 |
|
|
2024
Q1 | $409K | Buy |
2,308
+38
| +2% | +$6.74K | 0.33% | 44 |
|
|
2023
Q4 | $323K | Buy |
2,270
+43
| +2% | +$6.13K | 0.29% | 44 |
|
|
2023
Q3 | $246K | Buy |
2,227
+91
| +4% | +$10.1K | 0.34% | 40 |
|
|
2023
Q2 | $282K | Sell |
2,136
-72
| -3% | -$9.5K | 0.38% | 36 |
|
|
2023
Q1 | $366K | Sell |
2,208
-10
| -0.5% | -$1.66K | 0.42% | 23 |
|
|
2022
Q4 | $331K | Buy |
2,218
+5
| +0.2% | +$745 | 0.39% | 31 |
|
|
2022
Q3 | $329K | Buy |
2,213
+13
| +0.6% | +$1.93K | 0.43% | 23 |
|
|
2022
Q2 | $311K | Sell |
2,200
-160
| -7% | -$22.6K | 0.45% | 31 |
|
|
2022
Q1 | $501K | Buy |
2,360
+25
| +1% | +$5.31K | 0.49% | 16 |
|
|
2021
Q4 | $540K | Sell |
2,335
-22
| -0.9% | -$5.09K | 0.67% | 13 |
|
|
2021
Q3 | $539K | Sell |
2,357
-70
| -3% | -$16K | 0.74% | 11 |
|
|
2021
Q2 | $587K | Buy |
2,427
+4
| +0.2% | +$967 | 0.79% | 8 |
|
|
2021
Q1 | $480K | Sell |
2,423
-52
| -2% | -$10.3K | 0.83% | 12 |
|
|
2020
Q4 | $437K | Buy |
+2,475
| New | +$437K | 1.22% | 10 |
|