RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,051
| Closed | -$345K | – | 54 |
|
|
2015
Q1 | $345K | Sell |
2,051
-453
| -18% | -$76.2K | 0.21% | 47 |
|
|
2014
Q4 | $438K | Sell |
2,504
-350
| -12% | -$61.2K | 0.29% | 43 |
|
|
2014
Q3 | $549K | Hold |
2,854
| – | – | 0.38% | 34 |
|
|
2014
Q2 | $564K | Sell |
2,854
-360
| -11% | -$71.1K | 0.41% | 36 |
|
|
2014
Q1 | $589K | Buy |
+3,214
| New | +$589K | 0.45% | 35 |
|