Wealth Advisors of Iowa’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,390
| Closed | -$680K | – | 63 |
|
|
2023
Q2 | $680K | Buy |
1,390
+105
| +8% | +$51.3K | 0.49% | 22 |
|
|
2023
Q1 | $213K | Buy |
+1,285
| New | +$213K | 0.17% | 52 |
|
|
2022
Q4 | – | Sell |
-1,400
| Closed | -$208K | – | 68 |
|
|
2022
Q3 | $208K | Buy |
1,400
+408
| +41% | +$60.6K | 0.19% | 49 |
|
|
2022
Q2 | $211K | Hold |
992
| – | – | 0.04% | 66 |
|
|
2022
Q1 | $211K | Buy |
+992
| New | +$211K | 0.11% | 58 |
|
|
2021
Q4 | – | Sell |
-1,175
| Closed | -$269K | – | 66 |
|
|
2021
Q3 | $269K | Hold |
1,175
| – | – | 0.15% | 50 |
|
|
2021
Q2 | $284K | Hold |
1,175
| – | – | 0.15% | 43 |
|
|
2021
Q1 | $233K | Hold |
1,175
| – | – | 0.13% | 48 |
|
|
2020
Q4 | $207K | Buy |
+1,175
| New | +$207K | 0.13% | 40 |
|