KCS Wealth Advisory
- SEC CIK
- 0001697719
- Latest filing
- Nov 3, 2023
TYG holding history
Tortoise Energy Infrastructure Corp in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TYG overviewAll 13F holders of TYGFull Q3 2023 holdings
- Shares (Q3 2023)
- 32,853
- Value
- $949.5K
- % of portfolio
- 0.4%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 32,853 | $949.5K | 0.4% | +3,739+12.8% | Added | Holders |
| Q2 2023 | 29,114 | $845.8K | 0.3% | −15,378−34.6% | Reduced | Holders |
| Q1 2023 | 44,492 | $1.31M | 0.5% | −39,750−47.2% | Reduced | Holders |
| Q4 2022 | 84,242 | $2.68M | 1.1% | −21,918−20.6% | Reduced | Holders |
| Q3 2022 | 106,160 | $3.18M | 1.5% | +3,139+3.0% | Added | Holders |
| Q2 2022 | 103,021 | $3.05M | 1.4% | +22,579+28.1% | Added | Holders |
| Q1 2022 | 80,442 | $2.78M | 1.3% | +46,057+133.9% | Added | Holders |
| Q4 2021 | 34,385 | $960.0K | 0.4% | +34,385 | New | Holders |