IWA
IBEX Wealth Advisors’s Targa Resources TRGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,008
| Closed | -$537K | – | 203 |
|
|
2024
Q4 | $537K | Sell |
3,008
-20,957
| -87% | -$3.74M | 0.06% | 145 |
|
|
2024
Q3 | $2.11M | Buy |
23,965
+21,796
| +1,005% | +$1.92M | 0.58% | 47 |
|
|
2024
Q2 | $279K | Buy |
+2,169
| New | +$279K | 0.04% | 110 |
|
|
2022
Q2 | – | Sell |
-3,960
| Closed | -$299K | – | 180 |
|
|
2022
Q1 | $299K | Buy |
+3,960
| New | +$299K | 0.06% | 137 |
|