Carson Wealth (CWM LLC)’s H2O America Common Stock HTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
4,717
+3,322
| +238% | +$173K | ﹤0.01% | 2000 |
|
|
2025
Q1 | $76K | Buy |
1,395
+985
| +240% | +$53.7K | ﹤0.01% | 2649 |
|
|
2024
Q4 | $20K | Sell |
410
-510
| -55% | -$24.9K | ﹤0.01% | 3443 |
|
|
2024
Q3 | $53K | Buy |
920
+400
| +77% | +$23K | ﹤0.01% | 2645 |
|
|
2024
Q2 | $28K | Buy |
520
+337
| +184% | +$18.1K | ﹤0.01% | 2897 |
|
|
2024
Q1 | $10K | Buy |
183
+166
| +976% | +$9.07K | ﹤0.01% | 3352 |
|
|
2023
Q4 | $1K | Sell |
17
-174
| -91% | -$10.2K | ﹤0.01% | 4033 |
|
|
2023
Q3 | $11K | Buy |
191
+35
| +22% | +$2.02K | ﹤0.01% | 3091 |
|
|
2023
Q2 | $11K | Buy |
156
+56
| +56% | +$3.95K | ﹤0.01% | 3030 |
|
|
2023
Q1 | $8K | Buy |
100
+50
| +100% | +$4K | ﹤0.01% | 3099 |
|
|
2022
Q4 | $4K | Sell |
50
-19
| -28% | -$1.52K | ﹤0.01% | 3326 |
|
|
2022
Q3 | $4K | Buy |
69
+56
| +431% | +$3.25K | ﹤0.01% | 3209 |
|
|
2022
Q2 | $1K | Sell |
13
-76
| -85% | -$5.85K | ﹤0.01% | 3616 |
|
|
2022
Q1 | $6K | Buy |
89
+77
| +642% | +$5.19K | ﹤0.01% | 2774 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3348 |
|