Abound Wealth Management’s H2O America Common Stock HTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $156 | Hold |
3
| – | – | ﹤0.01% | 1130 |
|
2025
Q1 | $165 | Sell |
3
-1
| -25% | -$55 | ﹤0.01% | 1061 |
|
2024
Q4 | $197 | Hold |
4
| – | – | ﹤0.01% | 1076 |
|
2024
Q3 | $233 | Sell |
4
-2
| -33% | -$117 | ﹤0.01% | 1077 |
|
2024
Q2 | $326 | Hold |
6
| – | – | ﹤0.01% | 957 |
|
2024
Q1 | $340 | Hold |
6
| – | – | ﹤0.01% | 1075 |
|
2023
Q4 | $393 | Hold |
6
| – | – | ﹤0.01% | 1031 |
|
2023
Q3 | $361 | Hold |
6
| – | – | ﹤0.01% | 931 |
|
2023
Q2 | $421 | Buy |
+6
| New | +$421 | ﹤0.01% | 911 |
|