WFG Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $26K | Buy |
212
+25
| +13% | +$3.07K | 0.01% | 881 |
|
|
2017
Q1 | $26K | Sell |
187
-25
| -12% | -$3.48K | 0.01% | 825 |
|
|
2016
Q4 | $26K | Hold |
212
| – | – | 0.01% | 875 |
|
|
2016
Q3 | $26K | Hold |
212
| – | – | 0.01% | 884 |
|
|
2016
Q2 | $26K | Buy |
212
+85
| +67% | +$10.4K | 0.01% | 858 |
|
|
2016
Q1 | $13K | Hold |
127
| – | – | ﹤0.01% | 995 |
|
|
2015
Q4 | $14K | Hold |
127
| – | – | ﹤0.01% | 1000 |
|
|
2015
Q3 | $14K | Hold |
127
| – | – | ﹤0.01% | 1007 |
|
|
2015
Q2 | $19K | Hold |
127
| – | – | 0.01% | 996 |
|
|
2015
Q1 | $21K | Sell |
127
-249
| -66% | -$41.2K | 0.01% | 976 |
|
|
2014
Q4 | $66K | Hold |
376
| – | – | 0.01% | 785 |
|
|
2014
Q3 | $72K | Sell |
376
-10
| -3% | -$1.92K | 0.01% | 787 |
|
|
2014
Q2 | $76K | Buy |
+386
| New | +$76K | 0.01% | 760 |
|
|
2013
Q3 | – | Sell |
-50
| Closed | -$9K | – | 2255 |
|
|
2013
Q2 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 1496 |
|