Fulcrum Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41,679
| Closed | -$1.31M | – | 156 |
|
|
2024
Q3 | $1.31M | Buy |
+41,679
| New | +$1.31M | 1.1% | 18 |
|
|
2023
Q2 | – | Sell |
-70,026
| Closed | -$1.7M | – | 114 |
|
|
2023
Q1 | $1.7M | Sell |
70,026
-50,807
| -42% | -$1.24M | 1.6% | 25 |
|
|
2022
Q4 | $2.98M | Sell |
120,833
-5,090
| -4% | -$126K | 2.44% | 7 |
|
|
2022
Q3 | $2.91M | Sell |
125,923
-1,597
| -1% | -$36.9K | 2.46% | 8 |
|
|
2022
Q2 | $3.09M | Buy |
127,520
+4,957
| +4% | +$120K | 2.49% | 5 |
|
|
2022
Q1 | $3.25M | Buy |
+122,563
| New | +$3.25M | 1.92% | 16 |
|