TVWM
Tower View Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85
| Closed | -$13.3K | – | 215 |
|
|
2024
Q3 | $13.3K | Sell |
85
-15
| -15% | -$2.35K | 0.01% | 123 |
|
|
2024
Q2 | $14.9K | Hold |
100
| – | – | 0.01% | 114 |
|
|
2024
Q1 | $17.8K | Sell |
100
-29
| -22% | -$5.17K | 0.01% | 115 |
|
|
2023
Q4 | $18K | Sell |
129
-105
| -45% | -$14.7K | 0.01% | 108 |
|
|
2023
Q3 | $26K | Buy |
234
+106
| +83% | +$11.8K | 0.02% | 91 |
|
|
2023
Q2 | $17K | Buy |
+128
| New | +$17K | 0.01% | 103 |
|
|
2022
Q2 | – | Sell |
-3,308
| Closed | -$702K | – | 196 |
|
|
2022
Q1 | $702K | Buy |
3,308
+404
| +14% | +$85.7K | 0.38% | 57 |
|
|
2021
Q4 | $672K | Buy |
2,904
+946
| +48% | +$219K | 0.34% | 59 |
|
|
2021
Q3 | $448K | Buy |
+1,958
| New | +$448K | 0.25% | 62 |
|