Concord Wealth Partners’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-421
| Closed | -$10.9K | – | 903 |
|
|
2023
Q4 | $10.9K | Hold |
421
| – | – | ﹤0.01% | 558 |
|
|
2023
Q3 | $10.3K | Hold |
421
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $10.4K | Hold |
421
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $10.2K | Hold |
421
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $10.4K | Buy |
+421
| New | +$10.4K | ﹤0.01% | 627 |
|
|
2022
Q3 | – | Sell |
-662
| Closed | -$16K | – | 1062 |
|
|
2022
Q2 | $16K | Hold |
662
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $18K | Buy |
662
+263
| +66% | +$7.15K | ﹤0.01% | 657 |
|
|
2021
Q4 | $9K | Buy |
+399
| New | +$9K | ﹤0.01% | 819 |
|