EP
HTO

Edgestream Partners’s H2O America HTO Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-52,072
Closed -$3.03M – 1063
2024
Q3 		$3.03M Buy
52,072
+28,417
+120% +$1.66M 0.13% 271
2024
Q2 		$1.28M Sell
23,655
-19,185
-45% -$1.05M 0.06% 461
2024
Q1 		$2.42M Buy
+42,840
New +$2.54M 0.12% 293
2023
Q4 		– Sell
-42,837
Closed -$2.57M – 1044
2023
Q3 		$2.57M Buy
42,837
+29,729
+227% +$1.99M 0.21% 132
2023
Q2 		$919K Buy
+13,108
New +$990K 0.08% 374

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NI
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Invesco
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