Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $340K | Buy |
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