SWA
SFMG Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,194
| Closed | -$212K | – | 290 |
|
|
2024
Q1 | $212K | Buy |
+1,194
| New | +$212K | 0.02% | 244 |
|
|
2023
Q3 | – | Sell |
-1,705
| Closed | -$225K | – | 274 |
|
|
2023
Q2 | $225K | Sell |
1,705
-1,115
| -40% | -$147K | 0.02% | 213 |
|
|
2023
Q1 | $467K | Buy |
2,820
+446
| +19% | +$73.9K | 0.05% | 135 |
|
|
2022
Q4 | $354K | Sell |
2,374
-45
| -2% | -$6.71K | 0.04% | 166 |
|
|
2022
Q3 | $373K | Buy |
2,419
+305
| +14% | +$47K | 0.04% | 147 |
|
|
2022
Q2 | $299K | Buy |
2,114
+335
| +19% | +$47.4K | 0.03% | 178 |
|
|
2022
Q1 | $378K | Sell |
1,779
-369
| -17% | -$78.4K | 0.04% | 177 |
|
|
2021
Q4 | $497K | Buy |
2,148
+171
| +9% | +$39.6K | 0.05% | 152 |
|
|
2021
Q3 | $452K | Buy |
1,977
+78
| +4% | +$17.8K | 0.05% | 155 |
|
|
2021
Q2 | $459K | Buy |
1,899
+90
| +5% | +$21.8K | 0.05% | 159 |
|
|
2021
Q1 | $358K | Buy |
1,809
+581
| +47% | +$115K | 0.04% | 171 |
|
|
2020
Q4 | $217K | Buy |
+1,228
| New | +$217K | 0.03% | 201 |
|