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Performance

Overall performance
3.3

Performance over holding periods
3.3
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 77% 68% 82%
Transactions
79 100% Buy
34 71% Buy
47 69% Buy
H. Kevin Birzer's trades of Tortoise Essential Assets Income Term Fund's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2022-02-02 2022-02-02 B Purchase
97,664 -25.9%
154.67
US$4,739,660
97,664 -25.9% 154.67 US$4,739,660
2022-02-02 2022-02-02 B Purchase
33,425 -7.5%
21.14
US$4,613,176
33,425 -7.5% 21.14 US$4,613,176
2022-02-02 2022-02-02 B Purchase
90,549 -13.9%
239.66
US$4,141,096
90,549 -13.9% 239.66 US$4,141,096
2022-02-02 2022-02-02 B Purchase
100 +4.6%
34.82
US$3,482
100 +4.6% 34.82 US$3,482
2022-02-02 2022-02-02 B Purchase
100 +1.4%
15.18
US$1,518
100 +1.4% 15.18 US$1,518
2022-02-02 2022-02-02 B Purchase
100 +0.5%
31.05
US$3,105
100 +0.5% 31.05 US$3,105
2022-01-26 2022-01-26 B Purchase
100 +4.9%
33.61
US$3,361
100 +4.9% 33.61 US$3,361
2022-01-26 2022-01-26 B Purchase
100 +6.3%
26.07
US$2,607
100 +6.3% 26.07 US$2,607
2022-01-26 2022-01-26 B Purchase
100 +3.7%
26.16
US$2,616
100 +3.7% 26.16 US$2,616
2022-01-26 2022-01-26 B Purchase
100 +0.6%
29.96
US$2,996
100 +0.6% 29.96 US$2,996
2022-01-26 2022-01-26 B Purchase
100 +2.5%
14.16
US$1,416
100 +2.5% 14.16 US$1,416
2022-01-26 2022-01-26 B Purchase
100 +1.4%
14.81
US$1,481
100 +1.4% 14.81 US$1,481
2022-01-25 2022-01-25 B Purchase
100 +2.6%
13.77
US$1,377
100 +2.6% 13.77 US$1,377
2022-01-25 2022-01-25 B Purchase
100 +1.4%
14.56
US$1,456
100 +1.4% 14.56 US$1,456
2022-01-25 2022-01-25 B Purchase
100 +6.7%
24.99
US$2,499
100 +6.7% 24.99 US$2,499
2022-01-25 2022-01-25 B Purchase
100 +5.1%
31.99
US$3,199
100 +5.1% 31.99 US$3,199
2022-01-25 2022-01-25 B Purchase
100 +3.9%
25.14
US$2,514
100 +3.9% 25.14 US$2,514
2022-01-25 2022-01-25 B Purchase
100 +0.6%
28.75
US$2,875
100 +0.6% 28.75 US$2,875
2022-01-25 2022-01-24 B Purchase
100 +2.7%
13.51
US$1,351
100 +2.7% 13.51 US$1,351
2022-01-25 2022-01-24 B Purchase
100 +1.4%
14.57
US$1,457
100 +1.4% 14.57 US$1,457
2022-01-25 2022-01-24 B Purchase
100 +7.2%
24.49
US$2,449
100 +7.2% 24.49 US$2,449
2022-01-25 2022-01-24 B Purchase
100 +5.4%
30.51
US$3,051
100 +5.4% 30.51 US$3,051
2022-01-25 2022-01-24 B Purchase
100 +4.0%
24.45
US$2,445
100 +4.0% 24.45 US$2,445
2022-01-25 2022-01-24 B Purchase
100 +0.6%
27.70
US$2,770
100 +0.6% 27.70 US$2,770
2022-01-24 2022-01-21 B Purchase
100 +5.7%
32.34
US$3,234
100 +5.7% 32.34 US$3,234
2022-01-24 2022-01-21 B Purchase
100 +0.6%
29.25
US$2,925
100 +0.6% 29.25 US$2,925
2022-01-24 2022-01-21 B Purchase
100 +2.7%
14.09
US$1,409
100 +2.7% 14.09 US$1,409
2022-01-24 2022-01-21 B Purchase
100 +4.2%
25.22
US$2,522
100 +4.2% 25.22 US$2,522
2022-01-24 2022-01-21 B Purchase
100 +7.7%
25.39
US$2,539
100 +7.7% 25.39 US$2,539
2022-01-24 2022-01-21 B Purchase
100 +1.4%
15.02
US$1,502
100 +1.4% 15.02 US$1,502
2021-10-05 2021-10-04 B Purchase
100 +8.4%
22.78
US$2,278
100 +8.4% 22.78 US$2,278
2021-10-05 2021-10-04 B Purchase
100 +0.6%
28.06
US$2,806
100 +0.6% 28.06 US$2,806
2021-10-05 2021-10-04 B Purchase
100 +1.5%
13.96
US$1,396
100 +1.5% 13.96 US$1,396
2021-10-05 2021-10-04 B Purchase
100 +4.4%
24.55
US$2,455
100 +4.4% 24.55 US$2,455
2021-10-05 2021-10-04 B Purchase
100 +2.8%
13.33
US$1,333
100 +2.8% 13.33 US$1,333
2021-10-05 2021-10-04 B Purchase
100 +6.0%
29.82
US$2,982
100 +6.0% 29.82 US$2,982
2021-08-12 2021-08-12 B Purchase
100 +6.4%
28.90
US$2,890
100 +6.4% 28.90 US$2,890
2021-02-16 2021-02-11 B Purchase
100 +4.8%
18.96
US$1,896
100 +4.8% 18.96 US$1,896
2021-02-16 2021-02-11 B Purchase
100 +6.8%
24.90
US$2,490
100 +6.8% 24.90 US$2,490
2021-02-16 2021-02-11 B Purchase
100 +0.6%
23.44
US$2,344
100 +0.6% 23.44 US$2,344
2021-02-16 2021-02-11 B Purchase
100 +3.0%
11.80
US$1,180
100 +3.0% 11.80 US$1,180
2021-02-16 2021-02-11 B Purchase
100 +10.1%
15.78
US$1,578
100 +10.1% 15.78 US$1,578
2021-02-16 2021-02-11 B Purchase
100 +1.5%
14.05
US$1,405
100 +1.5% 14.05 US$1,405
2020-07-20 2020-07-16 B Purchase
100 +5.1%
14.01
US$1,401
100 +5.1% 14.01 US$1,401
2020-07-20 2020-07-16 B Purchase
100 +7.4%
16.84
US$1,684
100 +7.4% 16.84 US$1,684