Parkside Financial Bank & Trust Managed Portfolio Ser Tortoise Transaction History

Parkside Financial Bank & Trust

$617 Million
Q1 2024

A detailed history of Parkside Financial Bank & Trust transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Parkside Financial Bank & Trust holds 49,661 shares of TPYP stock, worth $1.43 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

49,661

Previous 40,909 21.39%

Holding current value

$1.43 Million

Previous $1.06 Million 30.82%

% of portfolio

0.23%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$25.32 - $27.96 $221,600 - $244,705	8,752 Added 21.39%	49,661 $1.39 Million
Q4 2023 Feb 01, 2024	BUY	$23.59 - $26.45 $965,043 - $1.08 Million	40,909 New	40,909 $1.06 Million
Q2 2023 Aug 15, 2023	SELL	$23.58 - $24.97 $475,490 - $503,520	-20,165 Reduced 99.9%	20 $0
Q1 2023 May 04, 2023	SELL	$22.96 - $25.79 $346,351 - $389,042	-15,085 Reduced 42.77%	20,185 $490,000
Q4 2022 Feb 13, 2023	SELL	$24.33 - $26.48 $377,698 - $411,075	-15,524 Reduced 30.56%	35,270 $870,000

Q1 2022 May 13, 2022	SELL	N/A	-1,942 Reduced 3.68%	50,794 $1.35 Million
Q4 2021 Feb 14, 2022	BUY	N/A	52,736 New	52,736 $1.17 Million

Others Institutions Holding TPYP

# of Institutions

102

Shares Held

13.1M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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Parkside Financial Bank & Trust Managed Portfolio Ser Tortoise Transaction History