Blue Trust Inc’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 |
-200
| Closed | -$10.9K | – | 2591 |
|
2025
Q1 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 1856 |
|
2024
Q4 | $9.84K | Buy |
200
+170
| +567% | +$8.37K | ﹤0.01% | 1906 |
|
2024
Q3 | $1.63K | Buy |
+30
| New | +$1.63K | ﹤0.01% | 2618 |
|
2024
Q1 | – | Sell |
-45
| Closed | -$3K | – | 2653 |
|
2023
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 2046 |
|
2023
Q1 | – | Sell |
-6
| Closed | – | – | 2600 |
|
2022
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2446 |
|