Mark Sheptoff Financial Planning’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-800
| Closed | -$13K | – | 400 |
|
|
2015
Q4 | $13K | Hold |
800
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $15K | Hold |
800
| – | – | 0.01% | 225 |
|
|
2015
Q2 | $19K | Hold |
800
| – | – | 0.02% | 233 |
|
|
2015
Q1 | $21K | Hold |
800
| – | – | 0.02% | 217 |
|
|
2014
Q4 | $21K | Hold |
800
| – | – | 0.02% | 213 |
|
|
2014
Q3 | $22K | Hold |
800
| – | – | 0.02% | 219 |
|
|
2014
Q2 | $23K | Hold |
800
| – | – | 0.02% | 217 |
|
|
2014
Q1 | $20K | Buy |
+800
| New | +$20K | 0.02% | 236 |
|