Smith & Howard 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 | $3.78M | Sell |
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|
2025
Q1 | $3.91M | Sell |
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|
2024
Q4 | $3.8M | Sell |
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|
2024
Q3 | $3.7M | Sell |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $2.94M | Buy |
|
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $3.09M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.77M | Sell |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $7.13M | Buy |
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|
2019
Q3 | $1.4M | Buy |
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