Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Hold |
2,000
| – | – | ﹤0.01% | 2833 |
|
|
2025
Q1 | $86K | Sell |
2,000
-500
| -20% | -$21.5K | ﹤0.01% | 2550 |
|
|
2024
Q4 | $105K | Hold |
2,500
| – | – | ﹤0.01% | 2255 |
|
|
2024
Q3 | $98K | Hold |
2,500
| – | – | ﹤0.01% | 2203 |
|
|
2024
Q2 | $87K | Sell |
2,500
-237
| -9% | -$8.25K | ﹤0.01% | 2062 |
|
|
2024
Q1 | $85K | Buy |
2,737
+237
| +9% | +$7.36K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $72K | Hold |
2,500
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q3 | $72K | Hold |
2,500
| – | – | ﹤0.01% | 1852 |
|
|
2023
Q2 | $73K | Sell |
2,500
-500
| -17% | -$14.6K | ﹤0.01% | 1746 |
|
|
2023
Q1 | $88K | Buy |
+3,000
| New | +$88K | ﹤0.01% | 1560 |
|