Private Trust Company’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $63K | Hold |
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|
2025
Q2 | $61.5K | Hold |
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|
2025
Q1 | $62K | Buy |
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|
2024
Q4 | $40.1K | Hold |
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|
2024
Q3 | $36.2K | Hold |
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|
2024
Q2 | $31.6K | Hold |
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|
2024
Q1 | $31.2K | Hold |
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|
2023
Q4 | $28K | Hold |
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|
2023
Q3 | $26.7K | Hold |
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|
2023
Q2 | $26.4K | Hold |
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|
2023
Q1 | $25.7K | Hold |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $25K | Buy |
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