JWM
TYY
Jacobus Wealth Management’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-121,295
| Closed | -$4.02M | – | 328 |
|
|
2014
Q1 | $4.02M | Buy |
121,295
+28,894
| +31% | +$958K | 0.98% | 28 |
|
|
2013
Q4 | $3.02M | Buy |
92,401
+7,930
| +9% | +$259K | 0.88% | 27 |
|
|
2013
Q3 | $2.67M | Buy |
84,471
+1,635
| +2% | +$51.6K | 0.93% | 30 |
|
|
2013
Q2 | $2.87M | Buy |
+82,836
| New | +$2.87M | 1.05% | 24 |
|