Tortoise Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
25
+3
| +14% | +$1.34K | ﹤0.01% | 590 |
|
|
2025
Q1 | $10K | Hold |
22
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $10.6K | Hold |
22
| – | – | ﹤0.01% | 626 |
|
|
2024
Q3 | $10.1K | Sell |
22
-1
| -4% | -$460 | ﹤0.01% | 637 |
|
|
2024
Q2 | $9.39K | Hold |
23
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $10.5K | Buy |
23
+2
| +10% | +$909 | ﹤0.01% | 619 |
|
|
2023
Q4 | $10K | Hold |
21
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $9.18K | Hold |
21
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $8.41K | Hold |
21
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $8.72K | Hold |
21
| – | – | ﹤0.01% | 565 |
|
|
2022
Q4 | $8.43K | Hold |
21
| – | – | ﹤0.01% | 557 |
|
|
2022
Q3 | $8K | Hold |
21
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $8K | Hold |
21
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $9K | Hold |
21
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $10K | Buy |
+21
| New | +$10K | ﹤0.01% | 479 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | -$2K | – | 488 |
|
|
2016
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 445 |
|
|
2016
Q3 | – | Sell |
-20
| Closed | -$3K | – | 458 |
|
|
2016
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 420 |
|