WFG Advisors’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
2015
Q2
Sell
-1,170
Closed -$31K 1792
2015
Q1
$31K Hold
1,170
0.01% 864
2014
Q4
$30K Hold
1,170
0.01% 1082
2014
Q3
$33K Buy
1,170
+5
+0.4% +$141 0.01% 1072
2014
Q2
$33K Buy
+1,165
New +$33K 0.01% 1068