Managed Portfolio Ser tortoise wtr shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Managed Portfolio Ser tortoise wtr (TBLU) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Managed Portfolio Ser tortoise wtr
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Quarterly reported holdings in Managed Portfolio Ser tortoise wtr by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 38k | 50.10 |
| 2024-06-30 | $1.7M | 38k | 45.30 |
| 2024-03-31 | $1.6M | 34k | 46.71 |
| 2023-12-31 | $1.5M | 33k | 43.83 |
| 2023-09-30 | $1.4M | 35k | 40.43 |
| 2023-06-30 | $1.5M | 35k | 41.11 |
| 2023-03-31 | $1.2M | 31k | 39.60 |
| 2022-12-31 | $1.1M | 31k | 36.79 |
| 2022-09-30 | $1.0M | 31k | 32.90 |
| 2022-06-30 | $2.0M | 34k | 60.00 |
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