Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Sell |
238,876
-2,789
| -1% | -$99.7K | 0.01% | 564 |
|
|
2025
Q1 | $8.79M | Sell |
241,665
-7,672
| -3% | -$279K | 0.01% | 529 |
|
|
2024
Q4 | $8.5M | Buy |
249,337
+227,376
| +1,035% | +$7.75M | 0.01% | 507 |
|
|
2024
Q3 | $689K | Buy |
21,961
+9
| +0% | +$282 | ﹤0.01% | 1830 |
|
|
2024
Q2 | $633K | Buy |
21,952
+9
| +0% | +$259 | ﹤0.01% | 1763 |
|
|
2024
Q1 | $614K | Sell |
21,943
-877
| -4% | -$24.5K | ﹤0.01% | 1694 |
|
|
2023
Q4 | $592K | Buy |
22,820
+1,687
| +8% | +$43.8K | ﹤0.01% | 1584 |
|
|
2023
Q3 | $517K | Hold |
21,133
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q2 | $521K | Sell |
21,133
-1,375
| -6% | -$33.9K | ﹤0.01% | 1519 |
|
|
2023
Q1 | $547K | Buy |
22,508
+8,764
| +64% | +$213K | ﹤0.01% | 1404 |
|
|
2022
Q4 | $339K | Hold |
13,744
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q3 | $317K | Sell |
13,744
-3,791
| -22% | -$87.4K | ﹤0.01% | 1609 |
|
|
2022
Q2 | $425K | Buy |
17,535
+989
| +6% | +$24K | ﹤0.01% | 1397 |
|
|
2022
Q1 | $438K | Sell |
16,546
-1,372
| -8% | -$36.3K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $398K | Sell |
17,918
-4,142
| -19% | -$92K | ﹤0.01% | 1440 |
|
|
2021
Q3 | $481K | Buy |
22,060
+8,879
| +67% | +$194K | ﹤0.01% | 1328 |
|
|
2021
Q2 | $297K | Sell |
13,181
-340
| -3% | -$7.66K | ﹤0.01% | 1563 |
|
|
2021
Q1 | $274K | Buy |
+13,521
| New | +$274K | ﹤0.01% | 1823 |
|