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Marshall & Sterling Wealth Advisors’s Tortoise North American Pipeline Fund TPYP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio TPYP Stock Details TPYP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.82M Buy
78,962
+1,362
+2% +$48.6K 1.91% 14
2025
Q1 		$2.82M Buy
77,600
+4,996
+7% +$182K 1.92% 16
2024
Q4 		$2.48M Buy
+72,604
New +$2.48M 1.71% 17