BHWM
NDP

Beaird Harris Wealth Management’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Beaird Harris Wealth Management’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40
Closed -$1.51K – 548
2024
Q3 		$1.51K Sell
40
-17
-30% -$626 ﹤0.01% 462
2024
Q2 		$2.06K Buy
57
+17
+43% +$578 ﹤0.01% 531
2024
Q1 		$1.35K Hold
40
– – ﹤0.01% 514
2023
Q4 		$1.15K Buy
+40
New +$1.21K ﹤0.01% 514

Beaird Harris Wealth Management's NDP Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q4 2024, closing a stake of 40 shares — an estimated $1.51K sold.

Beaird Harris Wealth Management first reported a position in NDP in Q4 2023 and held it in 4 quarters. The position peaked at $2.06K in Q2 2024. 0 funds tracked by Wall St. Rank hold NDP as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 40 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q4 2024, an estimated $1.51K.
  • Beaird Harris Wealth Management first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2023 and held it in 4 quarters.
  • Beaird Harris Wealth Management's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $2.06K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.