WCG Wealth 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
Q2
$2.2M Buy
2025
Q1
$1.69M Sell
2024
Q4
$1.81M Buy
2024
Q3
$1.92M Buy
2024
Q2
$1.73M Buy
2024
Q1
$1.58M Buy
2023
Q4
$1.46M Sell
2023
Q3
$1.42M Sell
2023
Q2
$1.45M Buy
2023
Q1
$1.22M Buy
2022
Q4
$1.13M Buy
2022
Q3
$1.01M Sell
2022
Q2
$1.03M Buy