Financial Gravity Asset Management’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
Q1 | $219 | Buy |
+4
| New | +$219 | ﹤0.01% | 969 |
|
|
2024
Q2 | – | Sell |
-59
| Closed | -$3.36K | – | 2361 |
|
|
2024
Q1 | $3.36K | Buy |
+59
| New | +$3.36K | ﹤0.01% | 964 |
|
|
2023
Q4 | – | Hold |
0
| – | -$8 | – | 1444 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$8.74K | – | 1174 |
|
|
2023
Q2 | $8.74K | Sell |
70
-6
| -8% | -$749 | 0.02% | 379 |
|
|
2023
Q1 | $21 | Sell |
76
-5
| -6% | -$1 | ﹤0.01% | 800 |
|
|
2022
Q4 | $402 | Buy |
+81
| New | +$402 | ﹤0.01% | 831 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$454 | – | 755 |
|
|
2020
Q1 | $454 | Sell |
8
-158
| -95% | -$8.97K | ﹤0.01% | 574 |
|
|
2019
Q4 | $82K | Hold |
166
| – | – | 0.06% | 414 |
|
|
2019
Q3 | $11K | Sell |
166
-131
| -44% | -$8.68K | 0.01% | 600 |
|
|
2019
Q2 | $18K | Buy |
297
+124
| +72% | +$7.52K | 0.01% | 498 |
|
|
2019
Q1 | $10K | Buy |
+173
| New | +$10K | 0.01% | 559 |
|
|
2018
Q3 | $8K | Buy |
133
+5
| +4% | +$301 | 0.01% | 628 |
|
|
2018
Q2 | $8K | Buy |
128
+26
| +25% | +$1.63K | 0.01% | 624 |
|
|
2018
Q1 | $6K | Buy |
+102
| New | +$6K | 0.01% | 690 |
|