WealthPLAN Partners’s Tortoise North American Pipeline Fund TPYP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-43,748	Closed	-$771K	–	327
2020 Q2	$771K	Sell	43,748 -20,899	-32%	-$368K	0.08%	135
2020 Q1	$1.02M	Sell	64,647 -264,856	-80%	-$4.18M	0.13%	104
2019 Q4	$7.68M	Buy	+329,503	New	+$7.68M	0.91%	28