BerganKDV Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$32K | – | 654 |
|
|
2018
Q2 | $32K | Buy |
+300
| New | +$32K | 0.01% | 372 |
|
|
2018
Q1 | – | Sell |
-3,397
| Closed | -$395K | – | 205 |
|
|
2017
Q4 | $395K | Buy |
+3,397
| New | +$395K | 0.09% | 139 |
|
|
2017
Q3 | – | Sell |
-1,705
| Closed | -$207K | – | 204 |
|
|
2017
Q2 | $207K | Buy |
+1,705
| New | +$207K | 0.06% | 165 |
|