Creative Planning’s TORTOISE NORTH AMERICAN ENERGY CORPORATION COM TYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-535
| Closed | -$16K | – | 4144 |
|
|
2014
Q1 | $16K | Sell |
535
-1,150
| -68% | -$32.5K | ﹤0.01% | 2536 |
|
|
2013
Q4 | $47K | Hold |
1,685
| – | – | ﹤0.01% | 1655 |
|
|
2013
Q3 | $45K | Buy |
1,685
+400
| +31% | +$11.4K | ﹤0.01% | 1582 |
|
|
2013
Q2 | $41K | Buy |
+1,285
| New | +$39.4K | ﹤0.01% | 1495 |
|