Blue Bell Private Wealth Management’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 | $131K | Hold |
6,414
| – | – | 0.02% | 286 |
|
|
2025
Q1 | $132K | Hold |
6,414
| – | – | 0.03% | 261 |
|
|
2024
Q4 | $129K | Buy |
6,414
+6,143
| +2,267% | +$123K | 0.02% | 252 |
|
|
2024
Q3 | $4.91K | Sell |
271
-2,059
| -88% | -$37.3K | ﹤0.01% | 574 |
|
|
2024
Q2 | $36.8K | Sell |
2,330
-70
| -3% | -$1.11K | 0.01% | 392 |
|
|
2024
Q1 | $37.4K | Buy |
2,400
+1,700
| +243% | +$26.5K | 0.01% | 389 |
|
|
2023
Q4 | $9.81K | Buy |
+700
| New | +$9.81K | ﹤0.01% | 498 |
|