Keudell/Morrison Wealth Management’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
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|
2025
Q1 | $9.72M | Sell |
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|
2024
Q4 | $9.17M | Sell |
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|
2024
Q3 | $12.3M | Sell |
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|
2024
Q2 | $11.7M | Buy |
|
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $10.3M | Buy |
|
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|
2023
Q3 | $7.04M | Sell |
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|
2023
Q2 | $7.37M | Sell |
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|
2023
Q1 | $7.31M | Buy |
|
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|
2022
Q4 | $6.92M | Sell |
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|
2022
Q3 | $7.22M | Sell |
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|
2022
Q2 | $8.09M | Buy |
|