Retirement Capital Strategies’s Tortoise Global Water Fund TBLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,677
Closed -$264K 72
2023
Q1
$264K Buy
+6,677
New +$264K 0.13% 37
2021
Q3
Sell
-17,582
Closed -$781K 88
2021
Q2
$781K Sell
17,582
-15,788
-47% -$701K 0.3% 48
2021
Q1
$1.39M Buy
+33,370
New +$1.39M 0.55% 36