AWM
Affinity Wealth Management’s Targa Resources TRGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1M | Buy |
5,773
+113
| +2% | +$19.7K | 0.16% | 44 |
|
2025
Q1 | $1.13M | Buy |
5,660
+319
| +6% | +$64K | 0.21% | 40 |
|
2024
Q4 | $953K | Buy |
5,341
+2,884
| +117% | +$515K | 0.17% | 47 |
|
2024
Q3 | $364K | Sell |
2,457
-79
| -3% | -$11.7K | 0.06% | 72 |
|
2024
Q2 | $327K | Hold |
2,536
| – | – | 0.06% | 77 |
|
2024
Q1 | $284K | Hold |
2,536
| – | – | 0.05% | 86 |
|
2023
Q4 | $220K | Buy |
+2,536
| New | +$220K | 0.05% | 93 |
|