D.A. Davidson & Co’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
Q3 | $2.78M | Buy |
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|
2025
Q2 | $2.66M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $575K | Buy |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $32K | Buy |
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