Cetera Investment Advisers’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 | Sell |
10,323
-3,930
| -28% | -$80.6K | ﹤0.01% | 3686 |
|
|
2025
Q1 | $294K | Sell |
14,253
-1,951
| -12% | -$40.3K | ﹤0.01% | 3279 |
|
|
2024
Q4 | $325K | Buy |
16,204
+1,000
| +7% | +$20.1K | ﹤0.01% | 3047 |
|
|
2024
Q3 | $275K | Sell |
15,204
-1,162
| -7% | -$21K | ﹤0.01% | 3140 |
|
|
2024
Q2 | $258K | Sell |
16,366
-580
| -3% | -$9.16K | ﹤0.01% | 3168 |
|
|
2024
Q1 | $264K | Buy |
+16,946
| New | +$264K | ﹤0.01% | 3151 |
|