Fulcrum Equity Management Managed Portfolio Ser Tortoise Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Fulcrum Equity Management holds 41,679 shares of TPYP stock, worth $1.53 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
41,679
Holding current value
$1.53 Million
% of portfolio
1.14%

Shares

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

Nov 21, 2024
BUY
$28.68 - $32.0 $1.2 Million - $1.33 Million
41,679 New
41,679 $1.31 Million
Q1 2023

Apr 06, 2023
SELL
$22.96 - $25.79 $1.17 Million - $1.31 Million
-50,807 Reduced 42.05%
70,026 $1.7 Million
Q4 2022

Jul 07, 2023
BUY
$23.36 - $26.48 $2.82 Million - $3.2 Million
120,833 New
120,833 $2.98 Million
Q4 2022

Jan 10, 2023
SELL
$23.36 - $26.48 $118,902 - $134,783
-5,090 Reduced 4.04%
120,833 $0
Q3 2022

Oct 11, 2022
SELL
$22.85 - $27.34 $36,491 - $43,661
-1,597 Reduced 1.25%
125,923 $2.91 Million
Q2 2022

Jul 18, 2022
BUY
$23.4 - $28.48 $115,993 - $141,175
4,957 Added 4.04%
127,520 $3.09 Million
Q1 2022

Apr 15, 2022
BUY
$22.5 - $26.72 $2.76 Million - $3.27 Million
122,563 New
122,563 $3.25 Million

Others Institutions Holding TPYP

# of Institutions
117
Shares Held
16.5M
Call Options Held
0
Put Options Held
0
View Full List

About MANAGED PORTFOLIO SER TORTOISE

TPYP Quotes by TradingView
  • Ticker TPYP
  • Sector ETFs
  • Industry ETFs
More about TPYP
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