Simplicity Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
+5,852
| New | +$577K | 0.02% | 425 |
|
|
2024
Q4 | – | Sell |
-1,349
| Closed | -$210K | – | 494 |
|
|
2024
Q3 | $210K | Sell |
1,349
-10,029
| -88% | -$1.56M | 0.02% | 473 |
|
|
2024
Q2 | $1.68M | Buy |
11,378
+1,666
| +17% | +$247K | 0.04% | 384 |
|
|
2024
Q1 | $1.72M | Buy |
9,712
+8,239
| +559% | +$1.46M | 0.04% | 381 |
|
|
2023
Q4 | $210K | Sell |
1,473
-405
| -22% | -$57.7K | 0.08% | 174 |
|
|
2023
Q3 | $208K | Buy |
+1,878
| New | +$208K | 0.12% | 88 |
|