IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-333
| Closed | -$7K | – | 4162 |
|
|
2017
Q2 | $7K | Hold |
333
| – | – | ﹤0.01% | 3212 |
|
|
2017
Q1 | $7K | Sell |
333
-667
| -67% | -$14K | ﹤0.01% | 3111 |
|
|
2016
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2379 |
|
|
2016
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2341 |
|
|
2016
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 2335 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$17K | – | 3371 |
|
|
2015
Q4 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 2256 |
|