UP Strategic Wealth Investment Advisors’s Target TGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$206K Buy
2025
Q1
Sell
2024
Q4
$203K Sell
2024
Q3
$276K Buy
2024
Q2
$248K Buy
2024
Q1
$245K Sell
2023
Q4
$202K Buy