United Capital Financial Advisors’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.44M | Buy |
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|
2022
Q4 | $6.4M | Sell |
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|
2022
Q3 | $6.18M | Sell |
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|
2022
Q2 | $6.89M | Sell |
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|
2022
Q1 | $7.73M | Buy |
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|
2021
Q4 | $6.41M | Buy |
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|
2021
Q3 | $6.12M | Buy |
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|
2021
Q2 | $6.31M | Buy |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $4.47M | Buy |
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|
2020
Q3 | $3M | Buy |
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|
2020
Q2 | $676K | Buy |
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|
2020
Q1 | $551K | Buy |
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|
2019
Q4 | $661K | Buy |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $215K | Buy |
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