Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. | 5,035.25 | reported | 11 Jan 2019 | tx 1+5,035.25 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 3,483.71 | reported | 21 Jan 2022 | tx 70+7,092.57−72.67 |
| TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 3,314.7 | reported | 21 Jan 2022 | tx 3+3,100 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 2,577.36 | reported | 21 Jan 2022 | tx 81+491−2 |
| TORTOISE MLP FUND, INC. | 683.83 | reported | 21 Jan 2022 | tx 19+4,224.91−3,706 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 313.18 | reported | 21 Jan 2022 | tx 5+925−2 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | 255.51 | reported | 21 Jan 2022 | tx 23+559.01 |
| TORTOISE NORTH AMERICAN ENERGY CORP | 0 | reported | 23 Jun 2014 | tx 14+1,708.15 |
| TORTOISE ENERGY CAPITAL CORP | 0 | reported | 23 Jun 2014 | tx 15+142.81−1,814.87 |
1 purchase reported after at least 12 months of silence — most recent on 21 Jan 2022.