IFP Advisors’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 | $85.2K | Buy |
1,452
+476
| +49% | +$25.9K | ﹤0.01% | 1950 |
|
|
2025
Q4 | $47.8K | Buy |
976
+569
| +140% | +$27.3K | ﹤0.01% | 2213 |
|
|
2025
Q3 | $19.8K | Buy |
407
+175
| +75% | +$8.74K | ﹤0.01% | 2582 |
|
|
2025
Q2 | $12.1K | Buy |
+232
| New | +$12.3K | ﹤0.01% | 2819 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$49 | – | 4653 |
|
|
2024
Q4 | $49 | Buy |
+1
| New | +$55 | ﹤0.01% | 4268 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$53 | – | 3564 |
|
|
2023
Q1 | $53 | Sell |
1
-537
| -100% | -$41.5K | ﹤0.01% | 3324 |
|
|
2022
Q4 | $34K | Hold |
538
| – | – | ﹤0.01% | 2518 |
|
|
2022
Q3 | $34K | Hold |
538
| – | – | ﹤0.01% | 2672 |
|
|
2022
Q2 | $34K | Hold |
538
| – | – | ﹤0.01% | 2439 |
|
|
2022
Q1 | $34K | Buy |
538
+431
| +403% | +$29K | ﹤0.01% | 2439 |
|
|
2021
Q4 | $7K | Buy |
107
+8
| +8% | +$556 | ﹤0.01% | 2366 |
|
|
2021
Q3 | $8K | Buy |
99
+11
| +13% | +$743 | ﹤0.01% | 2377 |
|
|
2021
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 2416 |
|
|
2021
Q1 | $6K | Sell |
88
-299
| -77% | -$19.5K | ﹤0.01% | 2369 |
|
|
2020
Q4 | $27K | Hold |
387
| – | – | ﹤0.01% | 1684 |
|
|
2020
Q3 | $23K | Sell |
387
-2
| -0.5% | -$126 | ﹤0.01% | 1592 |
|
|
2020
Q2 | $23K | Sell |
389
-155
| -28% | -$9.3K | ﹤0.01% | 1515 |
|
|
2020
Q1 | $30K | Sell |
544
-13
| -2% | -$875 | ﹤0.01% | 1334 |
|
|
2019
Q4 | $39K | Sell |
557
-102
| -15% | -$7.21K | ﹤0.01% | 1359 |
|
|
2019
Q3 | $45K | Buy |
+659
| New | +$43.3K | ﹤0.01% | 1418 |
|
|
2019
Q1 | $11K | Sell |
188
-560
| -75% | -$33.6K | ﹤0.01% | 1581 |
|
|
2018
Q4 | $41K | Sell |
748
-99
| -12% | -$5.87K | ﹤0.01% | 1720 |
|
|
2018
Q3 | $52K | Buy |
847
+61
| +8% | +$3.78K | ﹤0.01% | 1879 |
|
|
2018
Q2 | $52K | Buy |
786
+586
| +293% | +$35.6K | ﹤0.01% | 1886 |
|
|
2018
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 2637 |
|
|
2017
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 2674 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 2971 |
|
|
2017
Q2 | $10K | Buy |
200
+100
| +100% | +$4.95K | ﹤0.01% | 3029 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3321 |
|
|
2016
Q4 | $6K | Buy |
+100
| New | +$5.05K | ﹤0.01% | 3211 |
|
|
2016
Q2 | – | Sell |
-188
| Closed | -$11K | – | 4049 |
|
|
2016
Q1 | $11K | Buy |
+188
| New | +$6.33K | ﹤0.01% | 1580 |
|
Other funds holding HTO
AIP
AP
VCM
SFM
VPM