Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51K | Buy |
106
+97
| +1,078% | +$5.04K | ﹤0.01% | 939 |
|
|
2025
Q1 | $493 | Hold |
9
| – | – | ﹤0.01% | 1757 |
|
|
2024
Q4 | $443 | Hold |
9
| – | – | ﹤0.01% | 1808 |
|
|
2024
Q3 | $523 | Sell |
9
-8
| -47% | -$465 | ﹤0.01% | 1767 |
|
|
2024
Q2 | $922 | Sell |
17
-8
| -32% | -$434 | ﹤0.01% | 1632 |
|
|
2024
Q1 | $1.42K | Hold |
25
| – | – | ﹤0.01% | 1488 |
|
|
2023
Q4 | $1.63K | Sell |
25
-8
| -24% | -$523 | ﹤0.01% | 1420 |
|
|
2023
Q3 | $1.98K | Hold |
33
| – | – | ﹤0.01% | 1269 |
|
|
2023
Q2 | $2.31K | Hold |
33
| – | – | ﹤0.01% | 1225 |
|
|
2023
Q1 | $2.51K | Hold |
33
| – | – | ﹤0.01% | 1133 |
|
|
2022
Q4 | $2.68K | Sell |
33
-41
| -55% | -$3.33K | ﹤0.01% | 1131 |
|
|
2022
Q3 | $4K | Buy |
74
+57
| +335% | +$3.08K | ﹤0.01% | 837 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1590 |
|
|
2021
Q4 | $4K | Buy |
51
+6
| +13% | +$471 | ﹤0.01% | 894 |
|
|
2021
Q3 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 971 |
|