SWA
SOA Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
1,151
-1,006
| -47% | -$99.2K | 0.02% | 266 |
|
|
2025
Q1 | $225K | Sell |
2,157
-9
| -0.4% | -$939 | 0.05% | 173 |
|
|
2024
Q4 | $293K | Buy |
2,166
+590
| +37% | +$79.8K | 0.05% | 151 |
|
|
2024
Q3 | $246K | Sell |
1,576
-13
| -0.8% | -$2.03K | 0.05% | 163 |
|
|
2024
Q2 | $235K | Sell |
1,589
-8
| -0.5% | -$1.18K | 0.05% | 166 |
|
|
2024
Q1 | $283K | Buy |
1,597
+154
| +11% | +$27.3K | 0.06% | 151 |
|
|
2023
Q4 | $206K | Sell |
1,443
-489
| -25% | -$69.7K | 0.05% | 171 |
|
|
2023
Q3 | $214K | Sell |
1,932
-14
| -0.7% | -$1.55K | 0.05% | 157 |
|
|
2023
Q2 | $257K | Sell |
1,946
-166
| -8% | -$21.9K | 0.06% | 142 |
|
|
2023
Q1 | $350K | Buy |
2,112
+158
| +8% | +$26.2K | 0.09% | 114 |
|
|
2022
Q4 | $291K | Buy |
1,954
+167
| +9% | +$24.9K | 0.08% | 121 |
|
|
2022
Q3 | $265K | Buy |
1,787
+333
| +23% | +$49.4K | 0.08% | 123 |
|
|
2022
Q2 | $205K | Sell |
1,454
-100
| -6% | -$14.1K | 0.06% | 142 |
|
|
2022
Q1 | $329K | Buy |
1,554
+588
| +61% | +$124K | 0.08% | 127 |
|
|
2021
Q4 | $224K | Sell |
966
-487
| -34% | -$113K | 0.05% | 148 |
|
|
2021
Q3 | $332K | Buy |
1,453
+29
| +2% | +$6.63K | 0.09% | 126 |
|
|
2021
Q2 | $344K | Buy |
1,424
+543
| +62% | +$131K | 0.09% | 123 |
|
|
2021
Q1 | $174K | Buy |
881
+36
| +4% | +$7.11K | 0.05% | 147 |
|
|
2020
Q4 | $162K | Buy |
+845
| New | +$162K | 0.04% | 149 |
|