Frontier Wealth Management’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,358
| Closed | -$234K | – | 411 |
|
|
2017
Q4 | $234K | Sell |
11,358
-100
| -0.9% | -$2.06K | 0.04% | 307 |
|
|
2017
Q3 | $244K | Hold |
11,458
| – | – | 0.04% | 329 |
|
|
2017
Q2 | $241K | Hold |
11,458
| – | – | 0.04% | 333 |
|
|
2017
Q1 | $252K | Hold |
11,458
| – | – | 0.04% | 321 |
|
|
2016
Q4 | $254K | Hold |
11,458
| – | – | 0.04% | 309 |
|
|
2016
Q3 | $256K | Hold |
11,458
| – | – | 0.04% | 311 |
|
|
2016
Q2 | $224K | Hold |
11,458
| – | – | 0.04% | 299 |
|
|
2016
Q1 | $199K | Buy |
+11,458
| New | +$199K | 0.02% | 322 |
|