BBPWM
NDP

Blue Bell Private Wealth Management’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Blue Bell Private 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
-8,139
Closed -$306K – 707
2024
Q3 		$306K Sell
8,139
-4,668
-36% -$172K 0.06% 171
2024
Q2 		$463K Buy
12,807
+2,001
+19% +$68K 0.1% 122
2024
Q1 		$364K Buy
10,806
+1,451
+16% +$43.8K 0.08% 132
2023
Q4 		$268K Buy
9,355
+27
+0.3% +$814 0.06% 141
2023
Q3 		$295K Buy
9,328
+4,649
+99% +$144K 0.08% 118
2023
Q2 		$135K Buy
4,679
+2,219
+90% +$63K 0.04% 167
2023
Q1 		$69.2K Hold
2,460
– – 0.02% 209
2022
Q4 		$71.7K Sell
2,460
-1,190
-33% -$38.3K 0.02% 191
2022
Q3 		$103K Hold
3,650
– – 0.04% 150
2022
Q2 		$99K Hold
3,650
– – 0.03% 159
2022
Q1 		$108K Buy
+3,650
New +$98.1K 0.03% 159

Blue Bell Private Wealth Management's NDP Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q4 2024, closing a stake of 8,139 shares — an estimated $306K sold.

Blue Bell Private Wealth Management first reported a position in NDP in Q1 2022 and held it in 11 quarters. The position peaked at $463K in Q2 2024. 0 funds tracked by Wall St. Rank hold NDP as of Q4 2024.

  • Blue Bell Private Wealth Management reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q4 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 8,139 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q4 2024, an estimated $306K.
  • Blue Bell Private Wealth Management first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2022 and held it in 11 quarters.
  • Blue Bell Private Wealth Management's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $463K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.