BRWA
B. Riley Wealth Advisors’s Targa Resources TRGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.77M | Sell |
9,897
-134
| -1% | -$23.9K | 0.06% | 303 |
|
2024
Q3 | $1.49M | Sell |
10,031
-3,161
| -24% | -$470K | 0.04% | 392 |
|
2024
Q2 | $1.7M | Buy |
13,192
+113
| +0.9% | +$14.6K | 0.04% | 385 |
|
2024
Q1 | $1.12M | Sell |
13,079
-573
| -4% | -$49.1K | 0.03% | 491 |
|
2023
Q4 | $1.19M | Buy |
13,652
+573
| +4% | +$49.8K | 0.03% | 474 |
|
2023
Q3 | $1.12M | Buy |
13,079
+98
| +0.8% | +$8.4K | 0.03% | 491 |
|
2023
Q2 | $988K | Sell |
12,981
-4,012
| -24% | -$305K | 0.02% | 575 |
|
2023
Q1 | $1.24M | Buy |
16,993
+5,801
| +52% | +$423K | 0.03% | 474 |
|
2022
Q4 | $823K | Sell |
11,192
-1,087
| -9% | -$79.9K | 0.02% | 600 |
|
2022
Q3 | $741K | Buy |
12,279
+3,993
| +48% | +$241K | 0.02% | 614 |
|
2022
Q2 | $495K | Buy |
8,286
+111
| +1% | +$6.63K | 0.02% | 662 |
|
2022
Q1 | $617K | Buy |
8,175
+193
| +2% | +$14.6K | 0.02% | 649 |
|
2021
Q4 | $417K | Buy |
7,982
+44
| +0.6% | +$2.3K | 0.01% | 915 |
|
2021
Q3 | $391K | Sell |
7,938
-100
| -1% | -$4.93K | 0.01% | 902 |
|
2021
Q2 | $358K | Sell |
8,038
-519
| -6% | -$23.1K | 0.01% | 926 |
|
2021
Q1 | $272K | Buy |
+8,557
| New | +$272K | 0.01% | 1047 |
|
2017
Q2 | – | Sell |
-4,019
| Closed | -$241K | – | 552 |
|
2017
Q1 | $241K | Sell |
4,019
-144
| -3% | -$8.64K | 0.05% | 412 |
|
2016
Q4 | $234K | Buy |
+4,163
| New | +$234K | 0.05% | 411 |
|
2015
Q1 | – | Sell |
-1,800
| Closed | -$191 | – | 1862 |
|
2014
Q4 | $191 | Hold |
1,800
| – | – | ﹤0.01% | 1404 |
|
2014
Q3 | $245K | Buy |
1,800
+655
| +57% | +$89.2K | 0.06% | 437 |
|
2014
Q2 | $160K | Buy |
+1,145
| New | +$160K | 0.04% | 530 |
|