CWA
Cypress Wealth Advisors’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.72M | Sell |
41,425
-18,167
| -30% | -$755K | 1.97% | 17 |
|
|
2018
Q4 | $2.15M | Buy |
59,592
+3,175
| +6% | +$114K | 2.95% | 9 |
|
|
2018
Q3 | $3.18M | Sell |
56,417
-14,075
| -20% | -$793K | 3.34% | 6 |
|
|
2018
Q2 | $3.49M | Sell |
70,492
-325
| -0.5% | -$16.1K | 3.78% | 4 |
|
|
2018
Q1 | $3.12M | Sell |
70,817
-13,000
| -16% | -$572K | 3.38% | 5 |
|
|
2017
Q4 | $4.06M | Buy |
83,817
+78,950
| +1,622% | +$3.82M | 3.89% | 3 |
|
|
2017
Q3 | $230K | Sell |
4,867
-2,933
| -38% | -$139K | 0.37% | 55 |
|
|
2017
Q2 | $353K | Sell |
7,800
-30,950
| -80% | -$1.4M | 0.41% | 52 |
|
|
2017
Q1 | $2.32M | Sell |
38,750
-1,750
| -4% | -$105K | 1.06% | 20 |
|
|
2016
Q4 | $2.27M | Sell |
40,500
-300
| -0.7% | -$16.8K | 1.04% | 22 |
|
|
2016
Q3 | $2M | Buy |
40,800
+8,550
| +27% | +$420K | 0.9% | 25 |
|
|
2016
Q2 | $1.36M | Buy |
32,250
+1,700
| +6% | +$71.6K | 0.67% | 36 |
|
|
2016
Q1 | $912K | Buy |
30,550
+19,350
| +173% | +$578K | 0.42% | 46 |
|
|
2015
Q4 | $303K | Sell |
11,200
-3,600
| -24% | -$97.4K | 0.15% | 123 |
|
|
2015
Q3 | $762K | Hold |
14,800
| – | – | 0.41% | 55 |
|
|
2015
Q2 | $1.32M | Buy |
+14,800
| New | +$1.32M | 0.77% | 39 |
|