Financial Gravity Asset Management’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117 | Buy |
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|
2025
Q1 | $219 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.36K | Buy |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $8.74K | Sell |
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|
2023
Q1 | $21 | Sell |
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|
2022
Q4 | $402 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $454 | Sell |
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|
2019
Q4 | $82K | Hold |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $18K | Buy |
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|
2019
Q1 | $10K | Buy |
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|
2018
Q3 | $8K | Buy |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | $6K | Buy |
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