Bard Associates’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Sell |
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|
2025
Q1 | $6.03M | Sell |
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|
2024
Q4 | $9.51M | Buy |
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|
2024
Q3 | $3.66M | Sell |
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|
2024
Q2 | $3.35M | Sell |
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|
2024
Q1 | $3.36M | Sell |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.27M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $3.93M | Sell |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $3.58M | Buy |
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|
2021
Q2 | $3.68M | Buy |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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