Transform Wealth’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,750
| Closed | -$208K | – | 252 |
|
|
2017
Q3 | $208K | Buy |
+9,750
| New | +$208K | 0.07% | 199 |
|
|
2017
Q2 | – | Sell |
-10,050
| Closed | -$221K | – | 170 |
|
|
2017
Q1 | $221K | Hold |
10,050
| – | – | 0.08% | 195 |
|
|
2016
Q4 | $223K | Sell |
10,050
-500
| -5% | -$11.1K | 0.09% | 194 |
|
|
2016
Q3 | $236K | Hold |
10,550
| – | – | 0.1% | 183 |
|
|
2016
Q2 | $206K | Buy |
+10,550
| New | +$206K | 0.09% | 198 |
|