Global Retirement Partners’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 | $87.7K | Buy |
+1,687
| New | +$87.7K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $83K | Sell |
1,687
-259
| -13% | -$12.7K | ﹤0.01% | 1368 |
|
|
2024
Q3 | $113K | Sell |
1,946
-3
| -0.2% | -$174 | ﹤0.01% | 1184 |
|
|
2024
Q2 | $106K | Buy |
1,949
+355
| +22% | +$19.2K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $90.2K | Hold |
1,594
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q4 | $101K | Sell |
1,594
-218
| -12% | -$13.8K | ﹤0.01% | 1038 |
|
|
2023
Q3 | $107K | Buy |
1,812
+83
| +5% | +$4.91K | 0.01% | 907 |
|
|
2023
Q2 | $121K | Hold |
1,729
| – | – | 0.01% | 862 |
|
|
2023
Q1 | $131K | Buy |
+1,729
| New | +$131K | 0.01% | 825 |
|