UP Strategic Wealth Investment Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+2,093
| New | +$206K | 0.16% | 89 |
|
|
2025
Q1 | – | Sell |
-1,499
| Closed | -$203K | – | 88 |
|
|
2024
Q4 | $203K | Sell |
1,499
-275
| -16% | -$37.2K | 0.2% | 78 |
|
|
2024
Q3 | $276K | Buy |
1,774
+101
| +6% | +$15.7K | 0.31% | 60 |
|
|
2024
Q2 | $248K | Buy |
1,673
+290
| +21% | +$42.9K | 0.38% | 50 |
|
|
2024
Q1 | $245K | Sell |
1,383
-32
| -2% | -$5.67K | 0.4% | 49 |
|
|
2023
Q4 | $202K | Buy |
+1,415
| New | +$202K | 0.37% | 55 |
|