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 $1.47 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
41,679
Holding current value
$1.47 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
116
Shares Held
16.3M
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
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email