Summit Wealth Partners’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 | $766K | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $918K | Sell |
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|
2023
Q2 | $926K | Sell |
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|
2023
Q1 | $923K | Sell |
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|
2022
Q4 | $941K | Sell |
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|
2022
Q3 | $883K | Sell |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $684K | Sell |
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|
2021
Q1 | $635K | Sell |
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|
2020
Q4 | $593K | Buy |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $548K | Buy |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $1.38M | Buy |
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