Plante Moran Financial Advisors’s TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT NGLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-212
| Closed | -$4K | – | 1146 |
|
|
2015
Q4 | $4K | Hold |
212
| – | – | ﹤0.01% | 804 |
|
|
2015
Q3 | $6K | Hold |
212
| – | – | ﹤0.01% | 570 |
|
|
2015
Q2 | $8K | Hold |
212
| – | – | 0.01% | 563 |
|
|
2015
Q1 | $9K | Hold |
212
| – | – | 0.01% | 538 |
|
|
2014
Q4 | $10K | Hold |
212
| – | – | 0.01% | 544 |
|
|
2014
Q3 | $15K | Sell |
212
-300
| -59% | -$21.2K | 0.01% | 462 |
|
|
2014
Q2 | $37K | Hold |
512
| – | – | 0.03% | 277 |
|
|
2014
Q1 | $29K | Buy |
512
+300
| +142% | +$17K | 0.03% | 218 |
|
|
2013
Q4 | $11K | Buy |
+212
| New | +$11K | 0.01% | 436 |
|