SWM
Strategic Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $12K | Hold |
53
| – | – | 0.01% | 68 |
|
|
2021
Q3 | $12K | Sell |
53
-87
| -62% | -$19.7K | 0.01% | 66 |
|
|
2021
Q2 | $34K | Hold |
140
| – | – | 0.02% | 66 |
|
|
2021
Q1 | $28K | Hold |
140
| – | – | 0.02% | 63 |
|
|
2020
Q4 | $25K | Sell |
140
-7
| -5% | -$1.25K | 0.02% | 60 |
|
|
2020
Q3 | $23K | Sell |
147
-4,906
| -97% | -$768K | 0.02% | 60 |
|
|
2020
Q2 | $606K | Buy |
5,053
+50
| +1% | +$6K | 0.56% | 35 |
|
|
2020
Q1 | $465K | Buy |
+5,003
| New | +$465K | 0.62% | 18 |
|