CSIA
Carl Stuart Investment Advisor’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
1,345
| – | – | 0.12% | 13 |
|
|
2025
Q1 | $270K | Hold |
1,345
| – | – | 0.15% | 12 |
|
|
2024
Q4 | $240K | Buy |
+1,345
| New | +$240K | 0.13% | 16 |
|
|
2023
Q2 | – | Sell |
-1,345
| Closed | -$1.36M | – | 47 |
|
|
2023
Q1 | $1.36M | Buy |
+1,345
| New | +$1.36M | 1.3% | 11 |
|
|
2022
Q2 | – | Sell |
-1,345
| Closed | -$1.02M | – | 89 |
|
|
2022
Q1 | $1.02M | Buy |
+1,345
| New | +$1.02M | 0.07% | 46 |
|