Global Retirement Partners’s H2O America HTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$82.2K Hold
2025
Q2
$87.7K Buy
2024
Q4
$83K Sell
2024
Q3
$113K Sell
2024
Q2
$106K Buy
2024
Q1
$90.2K Hold
2023
Q4
$101K Sell
2023
Q3
$107K Buy
2023
Q2
$121K Hold
2023
Q1
$131K Buy