Wealth Management Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,554
| Closed | -$242K | – | 122 |
|
|
2024
Q3 | $242K | Sell |
1,554
-3
| -0.2% | -$468 | 0.11% | 100 |
|
|
2024
Q2 | $230K | Sell |
1,557
-418
| -21% | -$61.9K | 0.11% | 96 |
|
|
2024
Q1 | $350K | Sell |
1,975
-546
| -22% | -$96.7K | 0.18% | 85 |
|
|
2023
Q4 | $359K | Sell |
2,521
-1,115
| -31% | -$159K | 0.2% | 79 |
|
|
2023
Q3 | $402K | Sell |
3,636
-169
| -4% | -$18.7K | 0.25% | 75 |
|
|
2023
Q2 | $502K | Buy |
3,805
+303
| +9% | +$40K | 0.32% | 62 |
|
|
2023
Q1 | $580K | Buy |
3,502
+502
| +17% | +$83.2K | 0.41% | 53 |
|
|
2022
Q4 | $457K | Buy |
3,000
+1,000
| +50% | +$152K | 0.38% | 58 |
|
|
2022
Q3 | $251K | Buy |
+2,000
| New | +$251K | 0.22% | 82 |
|