CWA
HTO
Canvas Wealth Advisors’s H2O America Common Stock HTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
10,218
-912
| -8% | -$43.6K | 0.1% | 112 |
|
|
2025
Q1 | $615K | Buy |
11,130
+4,092
| +58% | +$226K | 0.16% | 92 |
|
|
2024
Q4 | $346K | Buy |
7,038
+546
| +8% | +$26.9K | 0.09% | 123 |
|
|
2024
Q3 | $377K | Sell |
6,492
-623
| -9% | -$36.2K | 0.1% | 106 |
|
|
2024
Q2 | $434K | Buy |
7,115
+2,648
| +59% | +$161K | 0.13% | 91 |
|
|
2024
Q1 | $235K | Buy |
+4,467
| New | +$235K | 0.08% | 129 |
|
|
2023
Q1 | – | Sell |
-4,618
| Closed | -$360K | – | 153 |
|
|
2022
Q4 | $360K | Sell |
4,618
-12,927
| -74% | -$1.01M | 0.15% | 99 |
|
|
2022
Q3 | $1.15M | Sell |
17,545
-4,910
| -22% | -$321K | 0.49% | 41 |
|
|
2022
Q2 | $1.4M | Buy |
22,455
+178
| +0.8% | +$11.1K | 0.56% | 45 |
|
|
2022
Q1 | $1.32M | Buy |
22,277
+7,724
| +53% | +$458K | 0.48% | 54 |
|
|
2021
Q4 | $1.07M | Sell |
14,553
-3,937
| -21% | -$288K | 0.38% | 57 |
|
|
2021
Q3 | $1.22M | Buy |
18,490
+438
| +2% | +$28.9K | 0.5% | 49 |
|
|
2021
Q2 | $1.14M | Buy |
18,052
+906
| +5% | +$57.4K | 0.51% | 48 |
|
|
2021
Q1 | $1.12M | Buy |
+17,146
| New | +$1.12M | 0.65% | 41 |
|