Asset Dedication LLC’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1064 |
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 957 |
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 909 |
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 903 |
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 947 |
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 898 |
|