SkyOak Wealth’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,859
| Closed | -$251K | – | 274 |
|
2024
Q4 | $251K | Buy |
1,859
+342
| +23% | +$46.2K | 0.05% | 212 |
|
2024
Q3 | $236K | Sell |
1,517
-73
| -5% | -$11.4K | 0.05% | 206 |
|
2024
Q2 | $235K | Buy |
1,590
+21
| +1% | +$3.11K | 0.05% | 207 |
|
2024
Q1 | $278K | Hold |
1,569
| – | – | 0.07% | 202 |
|
2023
Q4 | $223K | Buy |
+1,569
| New | +$223K | 0.06% | 216 |
|
2022
Q2 | – | Sell |
-1,189
| Closed | -$252K | – | 251 |
|
2022
Q1 | $252K | Sell |
1,189
-20
| -2% | -$4.24K | 0.07% | 193 |
|
2021
Q4 | $280K | Buy |
1,209
+13
| +1% | +$3.01K | 0.07% | 188 |
|
2021
Q3 | $274K | Buy |
1,196
+12
| +1% | +$2.75K | 0.07% | 191 |
|
2021
Q2 | $286K | Buy |
1,184
+10
| +0.9% | +$2.42K | 0.08% | 176 |
|
2021
Q1 | $240K | Sell |
1,174
-83
| -7% | -$17K | 0.07% | 196 |
|
2020
Q4 | $222K | Buy |
+1,257
| New | +$222K | 0.07% | 195 |
|