Sea Otter Advisors’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,788
Closed -$95.1K 150
2023
Q4
$95.1K Buy
6,788
+1,474
+28% +$20.7K 0.06% 65
2023
Q3
$71K Buy
+5,314
New +$71K 0.04% 91