Cornerstone Planning Group’s H2O America HTO Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell
2025 Q2	$248	Sell
2025 Q1	$931	Hold
2024 Q4	$834	Buy