IFP Advisors’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 | $12.1K | Buy |
+232
| New | +$12.1K | ﹤0.01% | 2819 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$49 | – | 4653 |
|
|
2024
Q4 | $49 | Buy |
+1
| New | +$49 | ﹤0.01% | 4268 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$53 | – | 3564 |
|
|
2023
Q1 | $53 | Sell |
1
-537
| -100% | -$28.5K | ﹤0.01% | 3324 |
|
|
2022
Q4 | $34K | Hold |
538
| – | – | ﹤0.01% | 2518 |
|
|
2022
Q3 | $34K | Hold |
538
| – | – | ﹤0.01% | 2673 |
|
|
2022
Q2 | $34K | Hold |
538
| – | – | ﹤0.01% | 2440 |
|
|
2022
Q1 | $34K | Buy |
538
+431
| +403% | +$27.2K | ﹤0.01% | 2440 |
|
|
2021
Q4 | $7K | Buy |
107
+8
| +8% | +$523 | ﹤0.01% | 2324 |
|
|
2021
Q3 | $8K | Buy |
99
+11
| +13% | +$889 | ﹤0.01% | 2320 |
|
|
2021
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 2404 |
|
|
2021
Q1 | $6K | Sell |
88
-299
| -77% | -$20.4K | ﹤0.01% | 2350 |
|
|
2020
Q4 | $27K | Hold |
387
| – | – | ﹤0.01% | 1683 |
|
|
2020
Q3 | $23K | Sell |
387
-2
| -0.5% | -$119 | ﹤0.01% | 1591 |
|
|
2020
Q2 | $23K | Sell |
389
-155
| -28% | -$9.17K | ﹤0.01% | 1512 |
|
|
2020
Q1 | $30K | Sell |
544
-13
| -2% | -$717 | ﹤0.01% | 1330 |
|
|
2019
Q4 | $39K | Sell |
557
-102
| -15% | -$7.14K | ﹤0.01% | 1359 |
|
|
2019
Q3 | $45K | Buy |
+659
| New | +$45K | ﹤0.01% | 1418 |
|
|
2019
Q1 | $11K | Sell |
188
-560
| -75% | -$32.8K | ﹤0.01% | 1581 |
|
|
2018
Q4 | $41K | Sell |
748
-99
| -12% | -$5.43K | ﹤0.01% | 1708 |
|
|
2018
Q3 | $52K | Buy |
847
+61
| +8% | +$3.75K | ﹤0.01% | 1870 |
|
|
2018
Q2 | $52K | Buy |
786
+586
| +293% | +$38.8K | ﹤0.01% | 1867 |
|
|
2018
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 2637 |
|
|
2017
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 2634 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 2932 |
|
|
2017
Q2 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 2998 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3286 |
|
|
2016
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 3184 |
|
|
2016
Q2 | – | Sell |
-188
| Closed | -$11K | – | 4149 |
|
|
2016
Q1 | $11K | Buy |
+188
| New | +$11K | ﹤0.01% | 1581 |
|