WFG Advisors’s TORTOISE NORTH AMERICAN ENERGY CORPORATION COM TYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$29K | – | 2155 |
|
|
2014
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 1118 |
|
|
2013
Q4 | $28K | Sell |
1,000
-8,000
| -89% | -$218K | ﹤0.01% | 1212 |
|
|
2013
Q3 | $240K | Hold |
9,000
| – | – | 0.04% | 444 |
|
|
2013
Q2 | $285K | Buy |
+9,000
| New | +$276K | 0.05% | 380 |
|