DWM
Diversify Wealth Management’s Tortoise North American Pipeline Fund TPYP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
37,311
+845
| +2% | +$29.8K | 0.08% | 237 |
|
|
2025
Q1 | $1.3M | Buy |
36,466
+6,856
| +23% | +$244K | 0.1% | 210 |
|
|
2024
Q4 | $1.03M | Buy |
29,610
+5,572
| +23% | +$193K | 0.08% | 217 |
|
|
2024
Q3 | $786K | Buy |
24,038
+723
| +3% | +$23.6K | 0.08% | 224 |
|
|
2024
Q2 | $675K | Buy |
+23,315
| New | +$675K | 0.08% | 220 |
|