TruWealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,293
| Closed | -$214K | – | 156 |
|
2023
Q1 | $214K | Sell |
1,293
-109
| -8% | -$18.1K | 0.02% | 141 |
|
2022
Q4 | $209K | Buy |
+1,402
| New | +$209K | 0.02% | 131 |
|
2022
Q2 | – | Sell |
-1,020
| Closed | -$216K | – | 146 |
|
2022
Q1 | $216K | Buy |
1,020
+71
| +7% | +$15K | 0.02% | 119 |
|
2021
Q4 | $220K | Buy |
949
+75
| +9% | +$17.4K | 0.02% | 114 |
|
2021
Q3 | $200K | Sell |
874
-8
| -0.9% | -$1.83K | 0.02% | 116 |
|
2021
Q2 | $213K | Buy |
+882
| New | +$213K | 0.03% | 110 |
|