Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-576
| Closed | -$13K | – | 2243 |
|
|
2021
Q4 | $13K | Sell |
576
-250
| -30% | -$5.64K | ﹤0.01% | 1401 |
|
|
2021
Q3 | $18K | Buy |
826
+8
| +1% | +$174 | ﹤0.01% | 1268 |
|
|
2021
Q2 | $18K | Buy |
818
+7
| +0.9% | +$154 | ﹤0.01% | 1235 |
|
|
2021
Q1 | $16K | Buy |
811
+14
| +2% | +$276 | ﹤0.01% | 1200 |
|
|
2020
Q4 | $14K | Buy |
+797
| New | +$14K | ﹤0.01% | 1114 |
|