Thomas J. Herzfeld Advisors’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $47.6K | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.41M | Sell |
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.5M | Buy |
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|
2019
Q2 | $2.05M | Sell |
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|
2019
Q1 | $2.13M | Buy |
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|
2018
Q4 | $1.81M | Sell |
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|
2018
Q3 | $2.23M | Buy |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.36M | Buy |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $815K | Sell |
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|
2016
Q2 | $717K | Sell |
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|
2016
Q1 | $663K | Sell |
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|
2015
Q4 | $693K | Buy |
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|
2015
Q3 | $165K | Buy |
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