SVWAG
Sound View Wealth Advisors Group’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
4,975
-162
| -3% | -$16K | 0.04% | 270 |
|
|
2025
Q1 | $536K | Buy |
5,137
+436
| +9% | +$45.5K | 0.04% | 248 |
|
|
2024
Q4 | $635K | Sell |
4,701
-71
| -1% | -$9.6K | 0.05% | 231 |
|
|
2024
Q3 | $744K | Buy |
4,772
+64
| +1% | +$9.98K | 0.06% | 212 |
|
|
2024
Q2 | $697K | Buy |
4,708
+3
| +0.1% | +$444 | 0.07% | 202 |
|
|
2024
Q1 | $834K | Sell |
4,705
-31
| -0.7% | -$5.49K | 0.09% | 181 |
|
|
2023
Q4 | $674K | Sell |
4,736
-330
| -7% | -$47K | 0.07% | 204 |
|
|
2023
Q3 | $560K | Buy |
5,066
+315
| +7% | +$34.8K | 0.07% | 205 |
|
|
2023
Q2 | $627K | Sell |
4,751
-53
| -1% | -$6.99K | 0.08% | 195 |
|
|
2023
Q1 | $796K | Buy |
4,804
+68
| +1% | +$11.3K | 0.11% | 170 |
|
|
2022
Q4 | $674K | Buy |
4,736
+319
| +7% | +$45.4K | 0.07% | 204 |
|
|
2022
Q3 | $655K | Sell |
4,417
-12
| -0.3% | -$1.78K | 0.15% | 133 |
|
|
2022
Q2 | $625K | Sell |
4,429
-7
| -0.2% | -$988 | 0.13% | 146 |
|
|
2022
Q1 | $941K | Buy |
4,436
+11
| +0.2% | +$2.33K | 0.18% | 116 |
|
|
2021
Q4 | $1.02M | Buy |
4,425
+120
| +3% | +$27.8K | 0.19% | 117 |
|
|
2021
Q3 | $985K | Buy |
4,305
+640
| +17% | +$146K | 0.21% | 115 |
|
|
2021
Q2 | $886K | Sell |
3,665
-72
| -2% | -$17.4K | 0.19% | 120 |
|
|
2021
Q1 | $740K | Sell |
3,737
-173
| -4% | -$34.3K | 0.17% | 123 |
|
|
2020
Q4 | $690K | Sell |
3,910
-112
| -3% | -$19.8K | 0.17% | 126 |
|
|
2020
Q3 | $633K | Sell |
4,022
-108
| -3% | -$17K | 0.17% | 129 |
|
|
2020
Q2 | $495K | Sell |
4,130
-108
| -3% | -$12.9K | 0.14% | 132 |
|
|
2020
Q1 | $394K | Sell |
4,238
-253
| -6% | -$23.5K | 0.14% | 136 |
|
|
2019
Q4 | $576K | Sell |
4,491
-557
| -11% | -$71.4K | 0.16% | 130 |
|
|
2019
Q3 | $540K | Sell |
5,048
-459
| -8% | -$49.1K | 0.16% | 135 |
|
|
2019
Q2 | $477K | Buy |
+5,507
| New | +$477K | 0.14% | 145 |
|