Empire Financial Management Company’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 |
-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% | -$90.2K | 0.1% | 175 |
|
|
2023
Q2 | $383K | Hold |
5,455
| – | – | 0.15% | 142 |
|
|
2023
Q1 | $415K | Buy |
+5,455
| New | +$415K | 0.17% | 135 |
|