Wealthspan Partners’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 | $540K | Hold |
3,100
| – | – | 0.22% | 65 |
|
|
2025
Q1 | $621K | Hold |
3,100
| – | – | 0.29% | 57 |
|
|
2024
Q4 | $553K | Hold |
3,100
| – | – | 0.26% | 61 |
|
|
2024
Q3 | $459K | Hold |
3,100
| – | – | 0.23% | 67 |
|
|
2024
Q2 | $399K | Hold |
3,100
| – | – | 0.22% | 69 |
|
|
2024
Q1 | $347K | Hold |
3,100
| – | – | 0.2% | 72 |
|
|
2023
Q4 | $269K | Hold |
3,100
| – | – | 0.19% | 72 |
|
|
2023
Q3 | $266K | Hold |
3,100
| – | – | 0.21% | 69 |
|
|
2023
Q2 | $236K | Hold |
3,100
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $226K | Hold |
3,100
| – | – | 0.19% | 68 |
|
|
2022
Q4 | $228K | Buy |
+3,100
| New | +$228K | 0.21% | 65 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$234K | – | 69 |
|
|
2022
Q1 | $234K | Buy |
+3,100
| New | +$234K | 0.21% | 62 |
|