Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.4K | Hold |
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|
2025
Q2 | $83.2K | Hold |
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|
2025
Q1 | $74.4K | Hold |
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|
2024
Q4 | $73.8K | Hold |
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|
2024
Q3 | $78.8K | Hold |
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|
2024
Q2 | $71.2K | Hold |
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|
2024
Q1 | $73.4K | Hold |
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|
2023
Q4 | $68.9K | Hold |
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|
2023
Q3 | $59.8K | Hold |
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|
2023
Q2 | $64.8K | Hold |
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|
2023
Q1 | $62.2K | Hold |
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|
2022
Q4 | $51.7K | Hold |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $79K | Hold |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $75K | Hold |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $63K | Buy |
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