Phillips Wealth Planners’s Targa Resources TRGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,239	Closed	-$203K	–	196
2025 Q1	$203K	Sell	1,239 -59	-5%	-$9.65K	0.21%	169
2024 Q4	$251K	Sell	1,298 -35	-3%	-$6.77K	0.25%	144
2024 Q3	$217K	Sell	1,333 -273	-17%	-$44.4K	0.21%	178
2024 Q2	$213K	Buy	+1,606	New	+$213K	0.23%	169