Leading Edge Financial Planning’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
9,273
-7
| -0.1% | -$250 | 0.09% | 45 |
|
|
2025
Q1 | $338K | Sell |
9,280
-377
| -4% | -$13.7K | 0.11% | 42 |
|
|
2024
Q4 | $329K | Sell |
9,657
-627
| -6% | -$21.4K | 0.11% | 44 |
|
|
2024
Q3 | $323K | Hold |
10,284
| – | – | 0.11% | 41 |
|
|
2024
Q2 | $297K | Hold |
10,284
| – | – | 0.12% | 39 |
|
|
2024
Q1 | $288K | Sell |
10,284
-2,747
| -21% | -$76.8K | 0.13% | 39 |
|
|
2023
Q4 | $338K | Buy |
13,031
+132
| +1% | +$3.42K | 0.18% | 39 |
|
|
2023
Q3 | $315K | Buy |
12,899
+1
| +0% | +$24 | 0.2% | 49 |
|
|
2023
Q2 | $318K | Sell |
12,898
-2,313
| -15% | -$57K | 0.21% | 45 |
|
|
2023
Q1 | $370K | Buy |
15,211
+45
| +0.3% | +$1.09K | 0.27% | 46 |
|
|
2022
Q4 | $374K | Buy |
+15,166
| New | +$374K | 0.32% | 43 |
|