FMWA
TYG
Forvis Mazars Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-61,030
| Closed | -$1.09M | – | 310 |
|
|
2019
Q4 | $1.09M | Sell |
61,030
-60,750
| -50% | -$1.09M | 0.08% | 116 |
|
|
2019
Q3 | $2.49M | Buy |
121,780
+66,250
| +119% | +$1.35M | 0.2% | 67 |
|
|
2019
Q2 | $1.25M | Hold |
55,530
| – | – | 0.1% | 103 |
|
|
2019
Q1 | $1.31M | Hold |
55,530
| – | – | 0.11% | 99 |
|
|
2018
Q4 | $1.11M | Buy |
+55,530
| New | +$1.11M | 0.11% | 87 |
|
|
2018
Q3 | – | Sell |
-70,501
| Closed | -$1.88M | – | 247 |
|
|
2018
Q2 | $1.88M | Buy |
70,501
+1,671
| +2% | +$44.6K | 0.18% | 74 |
|
|
2018
Q1 | $1.72M | Sell |
68,830
-20,851
| -23% | -$521K | 0.17% | 75 |
|
|
2017
Q4 | $2.61M | Buy |
89,681
+711
| +0.8% | +$20.7K | 0.26% | 53 |
|
|
2017
Q3 | $2.58M | Buy |
88,970
+14,780
| +20% | +$428K | 0.28% | 51 |
|
|
2017
Q2 | $2.26M | Buy |
74,190
+30,000
| +68% | +$912K | 0.26% | 60 |
|
|
2017
Q1 | $1.54M | Buy |
44,190
+7,500
| +20% | +$262K | 0.19% | 70 |
|
|
2016
Q4 | $1.13M | Buy |
36,690
+16,000
| +77% | +$491K | 0.15% | 77 |
|
|
2016
Q3 | $636K | Buy |
+20,690
| New | +$636K | 0.09% | 101 |
|