KWA
TYG
KCS Wealth Advisory’s Tortoise Energy Infrastructure Corp TYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $949K | Buy |
32,853
+3,739
| +13% | +$108K | 0.4% | 67 |
|
|
2023
Q2 | $846K | Sell |
29,114
-15,378
| -35% | -$447K | 0.29% | 82 |
|
|
2023
Q1 | $1.31M | Sell |
44,492
-39,750
| -47% | -$1.17M | 0.49% | 59 |
|
|
2022
Q4 | $2.68M | Sell |
84,242
-21,918
| -21% | -$696K | 1.11% | 26 |
|
|
2022
Q3 | $3.18M | Buy |
106,160
+3,139
| +3% | +$94K | 1.47% | 11 |
|
|
2022
Q2 | $3.05M | Buy |
103,021
+22,579
| +28% | +$668K | 1.36% | 15 |
|
|
2022
Q1 | $2.78M | Buy |
80,442
+46,057
| +134% | +$1.59M | 1.29% | 21 |
|
|
2021
Q4 | $960K | Buy |
+34,385
| New | +$960K | 0.39% | 81 |
|