TriaGen Wealth Management’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,322
| Closed | -$206K | – | 188 |
|
|
2024
Q3 | $206K | Buy |
+1,322
| New | +$206K | 0.07% | 165 |
|
|
2024
Q2 | – | Sell |
-1,272
| Closed | -$225K | – | 174 |
|
|
2024
Q1 | $225K | Buy |
+1,272
| New | +$225K | 0.09% | 151 |
|
|
2023
Q2 | – | Sell |
-1,288
| Closed | -$213K | – | 180 |
|
|
2023
Q1 | $213K | Buy |
+1,288
| New | +$213K | 0.11% | 151 |
|
|
2022
Q2 | – | Sell |
-1,253
| Closed | -$266K | – | 192 |
|
|
2022
Q1 | $266K | Sell |
1,253
-6
| -0.5% | -$1.27K | 0.14% | 147 |
|
|
2021
Q4 | $291K | Buy |
1,259
+5
| +0.4% | +$1.16K | 0.14% | 144 |
|
|
2021
Q3 | $287K | Hold |
1,254
| – | – | 0.16% | 148 |
|
|
2021
Q2 | $327K | Buy |
1,254
+6
| +0.5% | +$1.57K | 0.17% | 137 |
|
|
2021
Q1 | $247K | Hold |
1,248
| – | – | 0.14% | 151 |
|
|
2020
Q4 | $220K | Buy |
+1,248
| New | +$220K | 0.13% | 159 |
|