WOSD
TBLU
WFA of San Diego’s Tortoise Global Water Fund TBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3K | Buy |
+686
| New | +$36.3K | 0.03% | 229 |
|
|
2024
Q3 | $34.4K | Hold |
686
| – | – | 0.03% | 209 |
|
|
2024
Q2 | $31.1K | Buy |
+686
| New | +$31.1K | 0.03% | 213 |
|
|
2023
Q3 | $26.1K | Hold |
686
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $28.3K | Buy |
+686
| New | +$28.3K | 0.03% | 215 |
|
|
2023
Q1 | – | Sell |
-686
| Closed | -$25.2K | – | 452 |
|
|
2022
Q4 | $25.2K | Buy |
+686
| New | +$25.2K | 0.02% | 269 |
|