A detailed history of Abundance Wealth Counselors transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Abundance Wealth Counselors holds 107,516 shares of TEAF stock, worth $1.35 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
107,516
Previous 123,767 13.13%
Holding current value
$1.35 Million
Previous $1.43 Million 1.54%
% of portfolio
0.29%
Previous 0.66%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$11.52 - $13.05 $187,211 - $212,075
-16,251 Reduced 13.13%
107,516 $1.4 Million
Q2 2024

Jul 17, 2024

BUY
$11.29 - $11.94 $90,681 - $95,902
8,032 Added 6.94%
123,767 $1.43 Million
Q1 2024

Apr 19, 2024

BUY
$11.21 - $11.84 $181,332 - $191,523
16,176 Added 16.25%
115,735 $1.37 Million
Q4 2023

Jan 17, 2024

SELL
$11.12 - $12.23 $54,476 - $59,914
-4,899 Reduced 4.69%
99,559 $1.17 Million
Q3 2023

Oct 30, 2023

BUY
$11.98 - $13.09 $32,549 - $35,565
2,717 Added 2.67%
104,458 $1.25 Million
Q2 2023

Jul 19, 2023

SELL
$12.28 - $13.18 $33,094 - $35,520
-2,695 Reduced 2.58%
101,741 $1.27 Million
Q1 2023

May 02, 2023

BUY
$12.29 - $13.56 $136,431 - $150,529
11,101 Added 11.89%
104,436 $1.36 Million
Q4 2022

Feb 02, 2023

SELL
$12.46 - $13.88 $38,202 - $42,556
-3,066 Reduced 3.18%
93,335 $1.2 Million
Q3 2022

Oct 31, 2022

BUY
$12.69 - $15.09 $101,837 - $121,097
8,025 Added 9.08%
96,401 $1.23 Million
Q2 2022

Aug 05, 2022

BUY
$13.75 - $15.38 $112,708 - $126,069
8,197 Added 10.22%
88,376 $1.22 Million
Q1 2022

Apr 28, 2022

BUY
$14.06 - $15.4 $107,334 - $117,563
7,634 Added 10.52%
80,179 $1.21 Million
Q4 2021

Jan 18, 2022

BUY
$13.91 - $15.2 $126,650 - $138,396
9,105 Added 14.35%
72,545 $1.06 Million
Q3 2021

Nov 04, 2021

BUY
$13.85 - $15.1 $878,644 - $957,944
63,440 New
63,440 $884,000

Others Institutions Holding TEAF

About ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND


  • Ticker TEAF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Tortoise Essential Assets Income Term Fund is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors L.L.C. It invests in equity and fixed income markets. The fund seeks to invest in securities of companies operating in the essential asset sectors, which includes education, housing, healthcare, social and human ser...
More about TEAF
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