Creative Planning’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
Q2 | $309K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $26K | Sell |
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|
2014
Q4 | $39K | Buy |
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|
2014
Q3 | $39K | Buy |
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|
2014
Q2 | $29K | Sell |
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|
2014
Q1 | $28K | Buy |
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|
2013
Q4 | $26K | Hold |
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|
2013
Q3 | $25K | Hold |
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|
2013
Q2 | $25K | Buy |
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