Perigon Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-274
| Closed | -$27K | – | 564 |
|
|
2018
Q1 | $27K | Hold |
274
| – | – | 0.01% | 392 |
|
|
2017
Q4 | $32K | Hold |
274
| – | – | 0.01% | 350 |
|
|
2017
Q3 | $32K | Hold |
274
| – | – | 0.01% | 396 |
|
|
2017
Q2 | $33K | Hold |
274
| – | – | 0.01% | 411 |
|
|
2017
Q1 | $38K | Hold |
274
| – | – | 0.01% | 416 |
|
|
2016
Q4 | $37K | Buy |
+274
| New | +$37K | 0.01% | 391 |
|
|
2014
Q4 | – | Sell |
-1,286
| Closed | -$247K | – | 210 |
|
|
2014
Q3 | $247K | Buy |
+1,286
| New | +$247K | 0.07% | 178 |
|