Raymond James Financial Services Advisors’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
Q3 | $475K | Sell |
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|
2024
Q2 | $433K | Sell |
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2024
Q1 | $476K | Sell |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $404K | Buy |
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