BARD ASSOCIATES INC TPZ Holdings History

Number of Shares
291,861.00
Current Holdings Value*
$6.03 Mil
% of Portfolio
2.25%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
30.96%

BARD ASSOCIATES INC's Tortoise Power & Energy Infra Fd Inc Holding Summary

As of 2025-03-31, BARD ASSOCIATES INC held 291,861.00 shares of Tortoise Power & Energy Infra Fd Inc(TPZ), totaling $6.03 Mil. This investment constitutes 2.25% of their stock portfolio, and BARD ASSOCIATES INC now holds 4.96% of the outstanding Tortoise Power & Energy Infra Fd Inc(TPZ) stock.

The initial trade took place in 2020Q4. And since then BARD ASSOCIATES INC has made 8 purchases of TPZ, at an average price of $14.79, for a total of 557,361.00 shares. In addition, there have been 9 sales at an average price of $14.09 for 84,040.00 shares. Based on historical transaction data and TPZ's current price of $20.30, BARD ASSOCIATES INC's estimated gain on his TPZ holdings is $2.55 Mil, reflecting a 30.96% gain to date.

BARD ASSOCIATES INC TPZ ($20.30) Holding Chart

BARD ASSOCIATES INC TPZ ($20.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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