WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-143
| Closed | -$4.42K | – | 1221 |
|
|
2024
Q1 | $4.42K | Buy |
+143
| New | +$4.42K | ﹤0.01% | 742 |
|
|
2023
Q4 | – | Sell |
-143
| Closed | -$4.13K | – | 814 |
|
|
2023
Q3 | $4.13K | Hold |
143
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $4.15K | Sell |
143
-1
| -0.7% | -$29 | ﹤0.01% | 704 |
|
|
2023
Q1 | $4.22K | Buy |
+144
| New | +$4.22K | ﹤0.01% | 704 |
|