Berman Capital Advisors’s Targa Resources TRGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$187K Buy
3,814
+932
+32% +$45.7K 0.03% 281
2021
Q2
$128K Sell
2,882
-97
-3% -$4.31K 0.02% 320
2021
Q1
$94K Sell
2,979
-4
-0.1% -$126 0.02% 321
2020
Q4
$78K Sell
2,983
-775
-21% -$20.3K 0.02% 301
2020
Q3
$52K Buy
3,758
+195
+5% +$2.7K 0.01% 332
2020
Q2
$70K Sell
3,563
-720
-17% -$14.1K 0.02% 273
2020
Q1
$29K Sell
4,283
-348
-8% -$2.36K 0.01% 404
2019
Q4
$188K Sell
4,631
-357
-7% -$14.5K 0.05% 144
2019
Q3
$199K Buy
4,988
+14
+0.3% +$559 0.06% 129
2019
Q2
$193K Buy
4,974
+72
+1% +$2.79K 0.06% 133
2019
Q1
$203K Buy
4,902
+1,243
+34% +$51.5K 0.07% 126
2018
Q4
$131K Sell
3,659
-185
-5% -$6.62K 0.05% 143
2018
Q3
$216K Buy
+3,844
New +$216K 0.09% 96