Boston Financial Management’s Tortoise Global Water Fund TBLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$375K Sell
2024
Q3
$407K Sell
2024
Q2
$393K Sell
2024
Q1
$429K Sell
2023
Q4
$402K Sell
2023
Q3
$377K Buy
2023
Q2
$368K Buy
2023
Q1
$346K Buy
2022
Q4
$231K Buy