LPL Financial’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
Q2 | $937K | Buy |
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|
2025
Q1 | $783K | Sell |
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|
2024
Q4 | $864K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $865K | Sell |
|
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $957K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.15M | Sell |
|
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q3 | $3M | Buy |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $367K | Buy |
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