Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780 | Buy |
15
+2
| +15% | +$104 | ﹤0.01% | 3944 |
|
|
2025
Q1 | $704 | Buy |
13
+11
| +550% | +$596 | ﹤0.01% | 3706 |
|
|
2024
Q4 | $98 | Sell |
2
-1
| -33% | -$49 | ﹤0.01% | 3784 |
|
|
2024
Q3 | $174 | Buy |
3
+1
| +50% | +$58 | ﹤0.01% | 3682 |
|
|
2024
Q2 | $110 | Hold |
2
| – | – | ﹤0.01% | 3586 |
|
|
2024
Q1 | $112 | Buy |
+2
| New | +$112 | ﹤0.01% | 3362 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$210 | – | 2687 |
|
|
2023
Q2 | $210 | Sell |
3
-6
| -67% | -$420 | ﹤0.01% | 2355 |
|
|
2023
Q1 | $685 | Buy |
+9
| New | +$685 | ﹤0.01% | 1927 |
|