Tortoise Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
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|
2025
Q1 | $10K | Hold |
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|
2024
Q4 | $10.6K | Hold |
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|
2024
Q3 | $10.1K | Sell |
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|
2024
Q2 | $9.39K | Hold |
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|
2024
Q1 | $10.5K | Buy |
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|
2023
Q4 | $10K | Hold |
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|
2023
Q3 | $9.18K | Hold |
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|
2023
Q2 | $8.41K | Hold |
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|
2023
Q1 | $8.72K | Hold |
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|
2022
Q4 | $8.43K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3K | Buy |
|