XWM
Xcel Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,470
| Closed | -$258K | – | 135 |
|
|
2025
Q1 | $258K | Sell |
2,470
-8,165
| -77% | -$852K | 0.08% | 122 |
|
|
2024
Q4 | $1.44M | Sell |
10,635
-4,670
| -31% | -$631K | 0.4% | 48 |
|
|
2024
Q3 | $2.39M | Sell |
15,305
-2,100
| -12% | -$327K | 0.7% | 36 |
|
|
2024
Q2 | $2.58M | Sell |
17,405
-515
| -3% | -$76.2K | 0.81% | 32 |
|
|
2024
Q1 | $3.18M | Sell |
17,920
-2,601
| -13% | -$461K | 0.99% | 29 |
|
|
2023
Q4 | $2.92M | Sell |
20,521
-789
| -4% | -$112K | 1.02% | 28 |
|
|
2023
Q3 | $2.36M | Buy |
21,310
+2,476
| +13% | +$274K | 0.93% | 28 |
|
|
2023
Q2 | $2.48M | Buy |
18,834
+3,880
| +26% | +$512K | 0.78% | 34 |
|
|
2023
Q1 | $2.48M | Buy |
14,954
+24
| +0.2% | +$3.98K | 0.87% | 33 |
|
|
2022
Q4 | $2.23M | Sell |
14,930
-1,120
| -7% | -$167K | 0.88% | 32 |
|
|
2022
Q3 | $2.38M | Buy |
+16,050
| New | +$2.38M | 0.89% | 33 |
|