Carson Wealth (CWM LLC)’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.52M | Buy |
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|
2025
Q2 | $9.27M | Sell |
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|
2025
Q1 | $9.85M | Sell |
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|
2024
Q4 | $9.76M | Sell |
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|
2024
Q3 | $9.09M | Buy |
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|
2024
Q2 | $7.6M | Sell |
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|
2024
Q1 | $7.53M | Sell |
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|
2023
Q4 | $8.44M | Sell |
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|
2023
Q3 | $9.83M | Buy |
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|
2023
Q2 | $9.84M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $10.9M | Sell |
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|
2022
Q3 | $11.2M | Sell |
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|
2022
Q2 | $33.6M | Buy |
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|
2022
Q1 | $28.9M | Buy |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $16K | Buy |
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