Evensky & Katz’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-611,112
| Closed | -$8.3M | – | 98 |
|
|
2020
Q1 | $8.3M | Buy |
611,112
+174,773
| +40% | +$2.37M | 1.3% | 18 |
|
|
2019
Q4 | $10.3M | Sell |
436,339
-7,454
| -2% | -$175K | 1.42% | 13 |
|
|
2019
Q3 | $10.4M | Buy |
443,793
+6,323
| +1% | +$148K | 1.42% | 14 |
|
|
2019
Q2 | $10.5M | Sell |
437,470
-7,875
| -2% | -$188K | 1.45% | 14 |
|
|
2019
Q1 | $10.6M | Buy |
+445,345
| New | +$10.6M | 1.49% | 14 |
|