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Insider
Information: |
Birzer H Kevin |
Relationship: |
Member of Investment C... |
City: |
Overland Park |
State: |
KS |
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Insider
Summary: |
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Companies Owned : |
8 |
|
Direct
Shares |
62,584 |
|
Indirect Shares
|
1,507 |
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Direct
Value |
$312,320 |
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Indirect Value
|
$2,833 |
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Total
Shares |
64,091 |
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Total
Value |
$315,153 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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32
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0
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Stock
price went up :
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16
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0
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Stock
price went down : |
16
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.6%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Tortoise Energy Infrastructure C... |
TYG |
Member of Investment C... |
2022-02-02 |
18,319 |
2021-10-04 |
154 |
Premium* |
|
Tortoise North American Energy C... |
TYN |
Director |
2014-06-23 |
0 |
2014-06-23 |
0 |
Premium* |
|
CorEnergy Infrastructure Trust |
CORR |
Director |
2011-07-26 |
25,784 |
2011-07-26 |
1,200 |
Premium* |
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Tortoise Power & Energy |
TPZ |
Member of Investment C... |
2022-02-02 |
4,150 |
2021-10-04 |
100 |
Premium* |
|
Tortoise Midstream Energy Closed... |
NTG |
Member of Investment C... |
2022-02-02 |
2,260 |
2021-10-04 |
12 |
Premium* |
|
Tortoise Pipeline & Energy Fund,... |
TTP |
Member of Investment C... |
2022-02-02 |
2,875 |
2021-10-04 |
29 |
Premium* |
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Tortoise Energy Independence Fun... |
NDP |
Member of Investment C... |
2022-02-02 |
1,793 |
2021-10-04 |
12 |
Premium* |
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Tortoise Essential Assets Income... |
TEAF |
Member of Investment C... |
2022-02-02 |
7,403 |
2019-03-27 |
0 |
Premium* |
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Records found :
232 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 7 of 10
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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3m +/- |
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|
Form |
NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$8.50 |
$850 |
D/D |
100 |
6,850 |
2.31 |
- |
|
NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$14.26 |
$1,426 |
D/D |
100 |
13,302 |
2.31 |
- |
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TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$23.79 |
$2,379 |
D/D |
100 |
69,375 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$18.89 |
$1,889 |
D/D |
100 |
2,950 |
2.31 |
- |
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TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$15.36 |
$1,536 |
D/D |
100 |
7,601 |
2.31 |
- |
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TEAF |
Tortoise Essential Assets... |
Member of Investment Committee |
|
2019-04-05 |
4 |
B |
$20.12 |
$2,012 |
D/D |
100 |
5,100 |
2.31 |
- |
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TEAF |
Tortoise Essential Assets... |
Member of Investment Committee |
|
2019-05-31 |
4 |
B |
$18.25 |
$20,130 |
D/D |
1,103 |
6,203 |
2.39 |
- |
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NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2019-08-12 |
4 |
B |
$12.19 |
$1,219 |
D/D |
100 |
13,402 |
2.31 |
- |
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TEAF |
Tortoise Essential Assets... |
Member of Investment Committee |
|
2019-08-12 |
4 |
B |
$15.93 |
$1,593 |
D/D |
100 |
6,303 |
2.31 |
- |
|
TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
|
2019-08-12 |
4 |
B |
$21.12 |
$2,112 |
D/D |
100 |
69,475 |
2.31 |
- |
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TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2019-08-12 |
4 |
B |
$12.72 |
$1,272 |
D/D |
100 |
7,701 |
2.31 |
- |
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NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
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2019-08-12 |
4 |
B |
$4.29 |
$429 |
D/D |
100 |
6,950 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-08-12 |
4 |
B |
$17.49 |
$1,749 |
D/D |
100 |
3,050 |
2.31 |
- |
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NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
|
2019-10-09 |
4 |
B |
$3.77 |
$377 |
D/D |
100 |
7,050 |
2.31 |
- |
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TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2019-10-09 |
4 |
B |
$12.51 |
$1,251 |
D/D |
100 |
7,801 |
2.31 |
- |
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NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2019-10-09 |
4 |
B |
$11.56 |
$1,156 |
D/D |
100 |
13,502 |
2.31 |
- |
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TEAF |
Tortoise Essential Assets... |
Member of Investment Committee |
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2019-10-09 |
4 |
B |
$16.54 |
$1,654 |
D/D |
100 |
6,403 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2019-10-09 |
4 |
B |
$17.84 |
$1,784 |
D/D |
100 |
3,150 |
2.31 |
- |
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TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
|
2019-10-09 |
4 |
B |
$19.18 |
$1,918 |
D/D |
100 |
69,576 |
2.31 |
- |
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TPZ |
Tortoise Power & Energy |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$17.00 |
$1,700 |
D/D |
100 |
3,250 |
2.31 |
% |
|
TYG |
Tortoise Energy Infrastru... |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$18.30 |
$1,830 |
D/D |
100 |
69,676 |
2.31 |
% |
|
TTP |
Tortoise Pipeline & Energ... |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$13.02 |
$1,302 |
D/D |
100 |
7,901 |
2.31 |
% |
|
NTG |
Tortoise Midstream Energy... |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$11.09 |
$1,109 |
D/D |
100 |
13,602 |
2.31 |
- |
|
TEAF |
Tortoise Essential Assets... |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$16.38 |
$1,638 |
D/D |
100 |
6,503 |
2.31 |
% |
|
NDP |
Tortoise Energy Independe... |
Member of Investment Committee |
|
2020-01-03 |
4 |
B |
$4.36 |
$436 |
D/D |
100 |
7,150 |
2.31 |
% |
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232 Records found
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Page 7 of 10 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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