Atria Wealth Solutions’s Tortoise North American Pipeline Fund TPYP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Hold |
17,500
| – | – | 0.01% | 823 |
|
|
2025
Q1 | $636K | Hold |
17,500
| – | – | 0.01% | 1074 |
|
|
2024
Q4 | $603K | Sell |
17,500
-100
| -0.6% | -$3.44K | 0.01% | 1158 |
|
|
2024
Q3 | $552K | Hold |
17,600
| – | – | 0.01% | 1193 |
|
|
2024
Q2 | $507K | Hold |
17,600
| – | – | 0.01% | 1219 |
|
|
2024
Q1 | $492K | Sell |
17,600
-1,100
| -6% | -$30.8K | 0.01% | 1270 |
|
|
2023
Q4 | $491K | Hold |
18,700
| – | – | 0.01% | 1212 |
|
|
2023
Q3 | $457K | Hold |
18,700
| – | – | 0.01% | 1165 |
|
|
2023
Q2 | $461K | Buy |
18,700
+1,500
| +9% | +$37K | 0.01% | 1194 |
|
|
2023
Q1 | $418K | Buy |
+17,200
| New | +$418K | 0.01% | 1233 |
|