EFMC
HTO

Empire Financial Management Company’s H2O America HTO Stock Holding History

Empire Financial Management Company’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
-3,955
Closed -$230K – 212
2024
Q3 		$230K Hold
3,955
– – 0.07% 191
2024
Q2 		$214K Hold
3,955
– – 0.07% 196
2024
Q1 		$224K Hold
3,955
– – 0.07% 197
2023
Q4 		$259K Hold
3,955
– – 0.1% 177
2023
Q3 		$238K Sell
3,955
-1,500
-27% -$101K 0.1% 175
2023
Q2 		$383K Hold
5,455
– – 0.15% 142
2023
Q1 		$415K Buy
+5,455
New +$422K 0.17% 135

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