Beverly Hills Private Wealth’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Hold
10,320
0.04% 317
2025
Q1
$213K Hold
10,320
0.04% 324
2024
Q4
$207K Buy
+10,320
New +$207K 0.04% 317