C.M. Bidwell & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-530
| Closed | -$34.6K | – | 539 |
|
2023
Q4 | $34.6K | Buy |
+530
| New | +$34.6K | 0.03% | 247 |
|
2016
Q3 | – | Sell |
-3,275
| Closed | -$129K | – | 321 |
|
2016
Q2 | $129K | Sell |
3,275
-140
| -4% | -$5.52K | 0.03% | 185 |
|
2016
Q1 | $124K | Sell |
3,415
-10
| -0.3% | -$363 | 0.03% | 210 |
|
2015
Q4 | $102K | Sell |
3,425
-6,105
| -64% | -$182K | 0.02% | 201 |
|
2015
Q3 | $293K | Buy |
9,530
+6,305
| +196% | +$194K | 0.07% | 128 |
|
2015
Q2 | $99K | Buy |
+3,225
| New | +$99K | 0.02% | 194 |
|