Ellevest Inc’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $225K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $34.4K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $48K | Sell |
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|
2021
Q1 | $122K | Sell |
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|
2020
Q4 | $154K | Buy |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | $78K | Buy |
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|
2020
Q1 | $9K | Buy |
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