Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 POWER & ENERGY INFRASTRUCTURE FUND INC | 450 | reported | 21 Jan 2022 | tx 2+450 |
| TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 250 | reported | 21 Jan 2022 | tx 2+250 |
| TORTOISE MLP FUND, INC. | 250 | reported | 21 Jan 2022 | tx 2+250 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | 250 | reported | 21 Jan 2022 | tx 2+250 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 225 | reported | 21 Jan 2022 | tx 2+1,100 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 225 | reported | 21 Jan 2022 | tx 2+600 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Jan 2022 | PURCHASE | TORTOISE MLP FUND, INC. | 100 | 32.51 USD | |
| 21 Jan 2022 | PURCHASE | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 200 | 14.16 USD | |
| 21 Jan 2022 | PURCHASE | TORTOISE PIPELINE & ENERGY FUND, INC. | 100 | 25.63 USD | |
| 21 Jan 2022 | PURCHASE | TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 100 | 15.21 USD | |
| 21 Jan 2022 | PURCHASE | TORTOISE ENERGY INFRASTRUCTURE CORP | 100 | 29.23 USD | |
| 21 Jan 2022 | PURCHASE | TORTOISE ENERGY INDEPENDENCE FUND, INC. | 100 | 25.63 USD | |
| 21 Jul 2021 | PURCHASE | TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 150 | 14.50 USD | first after silence |
| 21 Jul 2021 | PURCHASE | TORTOISE MLP FUND, INC. | 150 | 27.74 USD | |
| 21 Jul 2021 | PURCHASE | TORTOISE PIPELINE & ENERGY FUND, INC. | 150 | 22.11 USD | |
| 09 Nov 2017 | PURCHASE | TORTOISE ENERGY INFRASTRUCTURE CORP | 500 | 26.59 USD | first after silenceanomaly |
| 20 Mar 2015 | PURCHASE | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 250 | 26.37 USD | |
| 20 Mar 2015 | PURCHASE | TORTOISE ENERGY INDEPENDENCE FUND, INC. | 1,000 | 19.82 USD | anomaly |
2 purchases reported after at least 12 months of silence — most recent on 21 Jul 2021.