Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $926K | Buy |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $652K | Buy |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $451K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $13K | Hold |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Buy |
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