Edgestream Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-52,072
| Closed | -$3.03M | – | 1063 |
|
|
2024
Q3 | $3.03M | Buy |
52,072
+28,417
| +120% | +$1.65M | 0.13% | 271 |
|
|
2024
Q2 | $1.28M | Sell |
23,655
-19,185
| -45% | -$1.04M | 0.06% | 461 |
|
|
2024
Q1 | $2.42M | Buy |
+42,840
| New | +$2.42M | 0.12% | 293 |
|
|
2023
Q4 | – | Sell |
-42,837
| Closed | -$2.57M | – | 1044 |
|
|
2023
Q3 | $2.57M | Buy |
42,837
+29,729
| +227% | +$1.79M | 0.21% | 132 |
|
|
2023
Q2 | $919K | Buy |
+13,108
| New | +$919K | 0.08% | 374 |
|