Advisory Services Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-388
| Closed | -$25.4K | – | 3326 |
|
|
2023
Q4 | $25.4K | Buy |
+388
| New | +$25.4K | ﹤0.01% | 2388 |
|
|
2023
Q2 | – | Sell |
-388
| Closed | -$29.5K | – | 3326 |
|
|
2023
Q1 | $29.5K | Hold |
388
| – | – | ﹤0.01% | 2311 |
|
|
2022
Q4 | $31.5K | Buy |
+388
| New | +$31.5K | ﹤0.01% | 2210 |
|
|
2021
Q3 | – | Sell |
-802
| Closed | -$51K | – | 2951 |
|
|
2021
Q2 | $51K | Buy |
+802
| New | +$51K | ﹤0.01% | 1991 |
|
|
2021
Q1 | – | Sell |
-742
| Closed | -$52K | – | 2885 |
|
|
2020
Q4 | $52K | Sell |
742
-92
| -11% | -$6.45K | ﹤0.01% | 1655 |
|
|
2020
Q3 | $51K | Buy |
+834
| New | +$51K | ﹤0.01% | 1581 |
|
|
2020
Q2 | – | Sell |
-638
| Closed | -$37K | – | 2492 |
|
|
2020
Q1 | $37K | Buy |
638
+4
| +0.6% | +$232 | ﹤0.01% | 1535 |
|
|
2019
Q4 | $46K | Sell |
634
-98
| -13% | -$7.11K | ﹤0.01% | 1532 |
|
|
2019
Q3 | $45K | Hold |
732
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q2 | $45K | Buy |
732
+246
| +51% | +$15.1K | ﹤0.01% | 1412 |
|
|
2019
Q1 | $30K | Hold |
486
| – | – | ﹤0.01% | 1444 |
|
|
2018
Q4 | $27K | Sell |
486
-27
| -5% | -$1.5K | ﹤0.01% | 1378 |
|
|
2018
Q3 | $31K | Buy |
+513
| New | +$31K | ﹤0.01% | 1422 |
|