TIM

Tortoise Investment Management’s PDF Solutions PDFS Stock Holding History

Tortoise Investment Management’s Portfolio PDFS Stock Details PDFS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-90	Closed	-$2.85K	–	879
2024 Q3	$2.85K	Hold	90	–	–	﹤0.01%	736
2024 Q2	$3.27K	Hold	90	–	–	﹤0.01%	714
2024 Q1	$3.03K	Hold	90	–	–	﹤0.01%	717
2023 Q4	$2.89K	Hold	90	–	–	﹤0.01%	665
2023 Q3	$2.92K	Hold	90	–	–	﹤0.01%	658
2023 Q2	$4.06K	Sell	90 -40	-31%	-$1.8K	﹤0.01%	632
2023 Q1	$5.51K	Sell	130 -120	-48%	-$5.09K	﹤0.01%	604
2022 Q4	$7.13K	Hold	250	–	–	﹤0.01%	574
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	587
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	581
2022 Q1	$7K	Hold	250	–	–	﹤0.01%	531
2021 Q4	$8K	Hold	250	–	–	﹤0.01%	500
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	506
2021 Q2	$5K	Hold	250	–	–	﹤0.01%	511
2021 Q1	$4K	Hold	250	–	–	﹤0.01%	517
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	468
2020 Q3	$5K	Hold	250	–	–	﹤0.01%	434
2020 Q2	$5K	Hold	250	–	–	﹤0.01%	415
2020 Q1	$3K	Hold	250	–	–	﹤0.01%	461
2019 Q4	$4K	Hold	250	–	–	﹤0.01%	495
2019 Q3	$3K	Hold	250	–	–	﹤0.01%	512
2019 Q2	$3K	Hold	250	–	–	﹤0.01%	540
2019 Q1	$3K	Hold	250	–	–	﹤0.01%	528
2018 Q4	$2K	Hold	250	–	–	﹤0.01%	506
2018 Q3	$2K	Hold	250	–	–	﹤0.01%	508
2018 Q2	$3K	Hold	250	–	–	﹤0.01%	503
2018 Q1	$3K	Hold	250	–	–	﹤0.01%	484
2017 Q4	$4K	Hold	250	–	–	﹤0.01%	476
2017 Q3	$4K	Hold	250	–	–	﹤0.01%	422
2017 Q2	$4K	Hold	250	–	–	﹤0.01%	420
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	375
2016 Q4	$6K	Hold	250	–	–	﹤0.01%	383
2016 Q3	$5K	Hold	250	–	–	﹤0.01%	372
2016 Q2	$3K	Hold	250	–	–	﹤0.01%	422
2016 Q1	$3K	Hold	250	–	–	﹤0.01%	346
2015 Q4	$3K	Hold	250	–	–	﹤0.01%	371
2015 Q3	$3K	Hold	250	–	–	﹤0.01%	358
2015 Q2	$4K	Hold	250	–	–	﹤0.01%	374
2015 Q1	$4K	Hold	250	–	–	﹤0.01%	355
2014 Q4	$4K	Hold	250	–	–	﹤0.01%	374
2014 Q3	$3K	Hold	250	–	–	﹤0.01%	348
2014 Q2	$5K	Hold	250	–	–	﹤0.01%	351
2014 Q1	$5K	Hold	250	–	–	﹤0.01%	299
2013 Q4	$6K	Buy	+250	New	+$6K	﹤0.01%	270