Commonwealth Equity Services’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.13M | Buy |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $2.91M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $177K | Hold |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $192K | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | $159K | Hold |
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|
2018
Q3 | $190K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $261K | Sell |
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|
2016
Q2 | $265K | Sell |
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|
2016
Q1 | $240K | Sell |
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|
2015
Q4 | $236K | Sell |
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|
2015
Q3 | $294K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $216K | Buy |
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|
2014
Q2 | $201K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $234K | Sell |
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|
2013
Q3 | $303K | Sell |
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|
2013
Q2 | $368K | Buy |
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