Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
2,266
+16
| +0.7% | +$831 | 0.01% | 628 |
|
|
2025
Q1 | $123K | Buy |
2,250
+71
| +3% | +$3.88K | 0.01% | 557 |
|
|
2024
Q4 | $107K | Sell |
2,179
-893
| -29% | -$43.9K | 0.01% | 587 |
|
|
2024
Q3 | $179K | Sell |
3,072
-324
| -10% | -$18.8K | 0.02% | 478 |
|
|
2024
Q2 | $184K | Buy |
3,396
+495
| +17% | +$26.8K | 0.02% | 450 |
|
|
2024
Q1 | $164K | Sell |
2,901
-3,063
| -51% | -$173K | 0.02% | 469 |
|
|
2023
Q4 | $390K | Buy |
5,964
+198
| +3% | +$12.9K | 0.04% | 273 |
|
|
2023
Q3 | $347K | Buy |
5,766
+401
| +7% | +$24.1K | 0.04% | 264 |
|
|
2023
Q2 | $376K | Sell |
5,365
-4
| -0.1% | -$280 | 0.04% | 248 |
|
|
2023
Q1 | $409K | Sell |
5,369
-124
| -2% | -$9.44K | 0.05% | 231 |
|
|
2022
Q4 | $446K | Buy |
5,493
+371
| +7% | +$30.1K | 0.07% | 208 |
|
|
2022
Q3 | $295K | Buy |
5,122
+251
| +5% | +$14.5K | 0.05% | 246 |
|
|
2022
Q2 | $304K | Buy |
4,871
+442
| +10% | +$27.6K | 0.05% | 246 |
|
|
2022
Q1 | $308K | Buy |
4,429
+122
| +3% | +$8.48K | 0.05% | 242 |
|
|
2021
Q4 | $315K | Buy |
4,307
+263
| +7% | +$19.2K | 0.05% | 242 |
|
|
2021
Q3 | $267K | Buy |
4,044
+554
| +16% | +$36.6K | 0.04% | 261 |
|
|
2021
Q2 | $221K | Buy |
3,490
+274
| +9% | +$17.4K | 0.04% | 272 |
|
|
2021
Q1 | $203K | Buy |
3,216
+453
| +16% | +$28.6K | 0.04% | 268 |
|
|
2020
Q4 | $192K | Buy |
2,763
+240
| +10% | +$16.7K | 0.04% | 258 |
|
|
2020
Q3 | $154K | Buy |
2,523
+107
| +4% | +$6.53K | 0.04% | 275 |
|
|
2020
Q2 | $150K | Buy |
2,416
+1,796
| +290% | +$112K | 0.05% | 232 |
|
|
2020
Q1 | $36K | Buy |
+620
| New | +$36K | 0.02% | 253 |
|