JWCA
TPZ

J.W. Cole Advisors’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History

J.W. Cole Advisors’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,517
Closed -$213K – 964
2024
Q2 		$213K Buy
13,517
+150
+1% +$2.37K 0.01% 833
2024
Q1 		$208K Buy
13,367
+967
+8% +$15.1K 0.01% 824
2023
Q4 		$174K Buy
+12,400
New +$174K 0.01% 774