EWM
Evermay 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 | $112K | Hold |
3,121
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $114K | Sell |
3,121
-539
| -15% | -$19.6K | 0.01% | 247 |
|
|
2024
Q4 | $125K | Sell |
3,660
-670
| -15% | -$22.9K | 0.02% | 235 |
|
|
2024
Q3 | $136K | Hold |
4,330
| – | – | 0.02% | 235 |
|
|
2024
Q2 | $125K | Hold |
4,330
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $121K | Hold |
4,330
| – | – | 0.02% | 255 |
|
|
2023
Q4 | $113K | Hold |
4,330
| – | – | 0.02% | 240 |
|
|
2023
Q3 | $106K | Hold |
4,330
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $107K | Hold |
4,330
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $105K | Hold |
4,330
| – | – | 0.02% | 234 |
|
|
2022
Q4 | $107K | Sell |
4,330
-12
| -0.3% | -$297 | 0.02% | 218 |
|
|
2022
Q3 | $100K | Hold |
4,342
| – | – | 0.02% | 213 |
|
|
2022
Q2 | $105K | Buy |
4,342
+4,304
| +11,326% | +$104K | 0.02% | 213 |
|
|
2022
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 509 |
|