SWMG
Signature Wealth Management Group’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
29,413
+886
| +3% | +$87.4K | 1.14% | 34 |
|
|
2025
Q1 | $2.98M | Buy |
28,527
+3,243
| +13% | +$338K | 1.16% | 37 |
|
|
2024
Q4 | $3.42M | Sell |
25,284
-683
| -3% | -$92.3K | 1.37% | 34 |
|
|
2024
Q3 | $4.05M | Buy |
+25,967
| New | +$4.05M | 1.62% | 25 |
|
|
2018
Q4 | – | Sell |
-1,173
| Closed | -$99K | – | 273 |
|
|
2018
Q3 | $99K | Sell |
1,173
-42,419
| -97% | -$3.58M | 0.07% | 85 |
|
|
2018
Q2 | $3.32M | Buy |
43,592
+264
| +0.6% | +$20.1K | 2.46% | 11 |
|
|
2018
Q1 | $3.01M | Buy |
43,328
+213
| +0.5% | +$14.8K | 2.32% | 14 |
|
|
2017
Q4 | $2.81M | Buy |
+43,115
| New | +$2.81M | 2.06% | 24 |
|