Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$280 | – | 1311 |
|
|
2023
Q2 | $280 | Sell |
4
-1
| -20% | -$70 | ﹤0.01% | 1417 |
|
|
2023
Q1 | $381 | Hold |
5
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q4 | $406 | Buy |
5
+1
| +25% | +$81 | ﹤0.01% | 1255 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1580 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1592 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1595 |
|