Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,081
| Closed | -$71K | – | 1577 |
|
|
2021
Q3 | $71K | Sell |
1,081
-72
| -6% | -$4.73K | 0.01% | 778 |
|
|
2021
Q2 | $73K | Buy |
1,153
+1,099
| +2,035% | +$69.6K | 0.01% | 811 |
|
|
2021
Q1 | $3K | Buy |
54
+32
| +145% | +$1.78K | ﹤0.01% | 1481 |
|
|
2020
Q4 | $1K | Sell |
22
-428
| -95% | -$19.5K | ﹤0.01% | 1338 |
|
|
2020
Q3 | $27.7K | Sell |
450
-95
| -17% | -$5.86K | 0.01% | 532 |
|
|
2020
Q2 | $34.2K | Buy |
+545
| New | +$34.2K | 0.02% | 434 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$440 | – | 1286 |
|
|
2019
Q4 | $440 | Buy |
+6
| New | +$440 | ﹤0.01% | 937 |
|