WR Wealth Planners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.4K | Sell |
292
-236
| -45% | -$31.8K | 0.01% | 344 |
|
|
2024
Q3 | $82.2K | Buy |
528
+38
| +8% | +$5.92K | 0.02% | 281 |
|
|
2024
Q2 | $72.5K | Sell |
490
-23
| -4% | -$3.4K | 0.02% | 287 |
|
|
2024
Q1 | $90.8K | Buy |
+513
| New | +$90.8K | 0.03% | 265 |
|
|
2023
Q4 | – | Sell |
-343
| Closed | -$37.9K | – | 792 |
|
|
2023
Q3 | $37.9K | Buy |
343
+52
| +18% | +$5.74K | 0.01% | 352 |
|
|
2023
Q2 | $38.3K | Sell |
291
-710
| -71% | -$93.5K | 0.01% | 350 |
|
|
2023
Q1 | $166K | Buy |
1,001
+780
| +353% | +$129K | 0.07% | 174 |
|
|
2022
Q4 | $32.9K | Buy |
221
+1
| +0.5% | +$149 | 0.02% | 194 |
|
|
2022
Q3 | $32.6K | Sell |
220
-10
| -4% | -$1.48K | 0.02% | 186 |
|
|
2022
Q2 | $32.4K | Buy |
230
+1
| +0.4% | +$141 | 0.02% | 199 |
|
|
2022
Q1 | $48.6K | Buy |
+229
| New | +$48.6K | 0.03% | 173 |
|