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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$203K Buy
2023
Q1
Sell
2022
Q4
$1.29M Buy
2022
Q3
$307K Sell
2022
Q2
$358K Hold
2022
Q1
$391K Hold
2021
Q4
$328K Hold
2021
Q3
$322K Hold
2021
Q2
$333K Hold
2021
Q1
$299K Hold
2020
Q4
$256K Sell
2020
Q3
$223K Sell
2020
Q2
$271K Buy