Jacobus Wealth Management’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $137K | Hold |
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|
2017
Q1 | $144K | Hold |
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|
2016
Q4 | $145K | Hold |
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|
2016
Q3 | $146K | Sell |
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|
2016
Q2 | $177K | Hold |
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|
2016
Q1 | $158K | Hold |
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|
2015
Q4 | $152K | Hold |
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|
2015
Q3 | $170K | Sell |
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|
2015
Q2 | $220K | Hold |
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|
2015
Q1 | $248K | Sell |
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|
2014
Q4 | $344K | Hold |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $425K | Hold |
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|
2014
Q1 | $379K | Sell |
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|
2013
Q4 | $456K | Sell |
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|
2013
Q3 | $673K | Sell |
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|
2013
Q2 | $809K | Buy |
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