Steward Partners Investment Advisory’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
5,385
+50
| +0.9% | +$1.79K | ﹤0.01% | 1782 |
|
|
2025
Q1 | $194K | Buy |
5,335
+1,259
| +31% | +$45.8K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $139K | Buy |
4,076
+295
| +8% | +$10.1K | ﹤0.01% | 1805 |
|
|
2024
Q3 | $119K | Buy |
3,781
+856
| +29% | +$26.9K | ﹤0.01% | 1795 |
|
|
2024
Q2 | $84.3K | Hold |
2,925
| – | – | ﹤0.01% | 1862 |
|
|
2024
Q1 | $81.8K | Hold |
2,925
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q4 | $75.9K | Sell |
2,925
-937
| -24% | -$24.3K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $94.4K | Hold |
3,862
| – | – | ﹤0.01% | 1595 |
|
|
2023
Q2 | $95.2K | Buy |
3,862
+937
| +32% | +$23.1K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $71.1K | Hold |
2,925
| – | – | ﹤0.01% | 1718 |
|
|
2022
Q4 | $72.2K | Hold |
2,925
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q3 | $68K | Buy |
2,925
+545
| +23% | +$12.7K | ﹤0.01% | 1650 |
|
|
2022
Q2 | $58K | Hold |
2,380
| – | – | ﹤0.01% | 1736 |
|
|
2022
Q1 | $63K | Hold |
2,380
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q4 | $53K | Hold |
2,380
| – | – | ﹤0.01% | 1879 |
|
|
2021
Q3 | $52K | Buy |
+2,380
| New | +$52K | ﹤0.01% | 1879 |
|
|
2021
Q2 | – | Sell |
-6,500
| Closed | -$132K | – | 7393 |
|
|
2021
Q1 | $132K | Buy |
6,500
+1,750
| +37% | +$35.5K | ﹤0.01% | 1484 |
|
|
2020
Q4 | $82K | Buy |
+4,750
| New | +$82K | ﹤0.01% | 1447 |
|