Capstone Investment Advisors
HTO

Capstone Investment Advisors’s H2O America HTO Stock Holding History

Capstone Investment Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,702
Closed -$229K – 2006
2025
Q3 		$229K Buy
+4,702
New +$235K ﹤0.01% 1765
2024
Q2 		– Sell
-4,600
Closed -$260K – 2432
2024
Q1 		$260K Buy
+4,600
New +$273K ﹤0.01% 1897
2023
Q3 		– Sell
-3,969
Closed -$278K – 2280
2023
Q2 		$278K Buy
+3,969
New +$300K ﹤0.01% 1432
2017
Q1 		– Sell
-6,300
Closed -$352K – 1096
2016
Q4 		$352K Buy
+6,300
New +$318K 0.01% 686

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