Blue Bell Private 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 | – | Sell |
-11
| Closed | -$602 | – | 761 |
|
|
2025
Q1 | $602 | Hold |
11
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $541 | Hold |
11
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $639 | Hold |
11
| – | – | ﹤0.01% | 666 |
|
|
2024
Q2 | $596 | Hold |
11
| – | – | ﹤0.01% | 690 |
|
|
2024
Q1 | $622 | Hold |
11
| – | – | ﹤0.01% | 698 |
|
|
2023
Q4 | $719 | Hold |
11
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $661 | Hold |
11
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $771 | Hold |
11
| – | – | ﹤0.01% | 656 |
|
|
2023
Q1 | $837 | Hold |
11
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $893 | Hold |
11
| – | – | ﹤0.01% | 644 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 752 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 817 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 804 |
|