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PBMares Wealth Management’s Tortoise North American Pipeline Fund TPYP Stock Holding History

PBMares Wealth Management’s Portfolio TPYP Stock Details TPYP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,950
Closed -$224K – 127
2020
Q3 		$224K Buy
14,950
+1,100
+8% +$16.5K 0.33% 91
2020
Q2 		$229K Buy
+13,850
New +$229K 0.34% 95