Phoenix Wealth Advisors’s Tortoise Global Water Fund TBLU Stock Holding History

Phoenix Wealth Advisors’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 Q2	$967K	Sell
2025 Q1	$876K	Buy
2024 Q4	$855K	Buy
2024 Q3	$913K	Buy
2024 Q2	$819K	Sell
2024 Q1	$853K	Buy