Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Tortoise Global Water Fund TBLU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TBLU Stock Details TBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$148K	Sell
2025 Q2	$234K	Sell
2025 Q1	$826K	Buy
2023 Q4	–	Sell
2023 Q3	$2K	Hold
2023 Q2	$2K	Hold
2023 Q1	$2K	Hold
2022 Q4	$1K	Hold
2022 Q3	$1K	Buy