American Trust Managed Portfolio Ser Tortoise Transaction History

American Trust

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	BUY	$22.96 - $25.79 $29,779 - $33,449	1,297 Added 9.36%	15,152 $368,000
Q4 2022 Feb 16, 2023	BUY	$23.36 - $26.48 $1,354 - $1,535	58 Added 0.42%	13,855 $342,000
Q3 2022 Dec 02, 2022	SELL	$22.85 - $27.34 $71,269 - $85,273	-3,119 Reduced 18.44%	13,797 $319,000
Q2 2022 Oct 03, 2022	SELL	$23.4 - $28.48 $56,464 - $68,722	-2,413 Reduced 12.48%	16,916 $410,000
Q1 2022 Jun 08, 2022	BUY	$22.5 - $26.72 $434,902 - $516,470	19,329 New	19,329 $512,000

116

16.4M

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