SWA
Strategies Wealth Advisors’s Tortoise North American Pipeline Fund TPYP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
8,895
| – | – | 0.03% | 135 |
|
|
2025
Q1 | $324K | Hold |
8,895
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $318K | Hold |
8,895
| – | – | 0.04% | 100 |
|
|
2024
Q3 | $279K | Hold |
8,895
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $256K | Hold |
8,895
| – | – | 0.04% | 78 |
|
|
2024
Q1 | $249K | Buy |
8,895
+205
| +2% | +$5.73K | 0.04% | 83 |
|
|
2023
Q4 | $225K | Hold |
8,690
| – | – | 0.04% | 79 |
|
|
2023
Q3 | $212K | Buy |
8,690
+105
| +1% | +$2.57K | 0.04% | 74 |
|
|
2023
Q2 | $212K | Buy |
8,585
+118
| +1% | +$2.91K | 0.04% | 79 |
|
|
2023
Q1 | $206K | Buy |
8,467
+116
| +1% | +$2.82K | 0.05% | 73 |
|
|
2022
Q4 | $206K | Buy |
+8,351
| New | +$206K | 0.05% | 74 |
|