Walled Lake Planning & 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
Q2 | – | Sell |
-1,255
| Closed | -$222K | – | 131 |
|
|
2024
Q1 | $222K | Buy |
+1,255
| New | +$222K | 0.09% | 98 |
|
|
2023
Q2 | – | Sell |
-1,217
| Closed | -$202K | – | 102 |
|
|
2023
Q1 | $202K | Buy |
+1,217
| New | +$202K | 0.11% | 81 |
|
|
2022
Q2 | – | Sell |
-1,187
| Closed | -$252K | – | 91 |
|
|
2022
Q1 | $252K | Buy |
1,187
+4
| +0.3% | +$849 | 0.15% | 73 |
|
|
2021
Q4 | $274K | Buy |
1,183
+5
| +0.4% | +$1.16K | 0.16% | 73 |
|
|
2021
Q3 | $270K | Buy |
1,178
+4
| +0.3% | +$917 | 0.17% | 64 |
|
|
2021
Q2 | $284K | Buy |
1,174
+3
| +0.3% | +$726 | 0.18% | 63 |
|
|
2021
Q1 | $232K | Buy |
1,171
+4
| +0.3% | +$792 | 0.16% | 65 |
|
|
2020
Q4 | $206K | Sell |
1,167
-17
| -1% | -$3K | 0.16% | 67 |
|
|
2020
Q3 | $186K | Buy |
1,184
+5
| +0.4% | +$785 | 0.15% | 67 |
|
|
2020
Q2 | $141K | Buy |
1,179
+76
| +7% | +$9.09K | 0.12% | 75 |
|
|
2020
Q1 | $103K | Buy |
1,103
+1,000
| +971% | +$93.4K | 0.09% | 84 |
|
|
2019
Q4 | $13K | Buy |
+103
| New | +$13K | 0.01% | 185 |
|