Creative Planning’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.44M | Sell |
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|
2025
Q2 | $8.54M | Sell |
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|
2025
Q1 | $8.79M | Sell |
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|
2024
Q4 | $8.5M | Buy |
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|
2024
Q3 | $689K | Buy |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $592K | Buy |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $274K | Buy |
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