InceptionR’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 | – | Sell |
-4,938
| Closed | -$243K | – | 809 |
|
|
2024
Q4 | $243K | Sell |
4,938
-1,186
| -19% | -$58.4K | 0.05% | 521 |
|
|
2024
Q3 | $356K | Buy |
6,124
+2,343
| +62% | +$136K | 0.09% | 414 |
|
|
2024
Q2 | $205K | Buy |
+3,781
| New | +$205K | 0.06% | 511 |
|
|
2024
Q1 | – | Sell |
-3,373
| Closed | -$220K | – | 719 |
|
|
2023
Q4 | $220K | Buy |
+3,373
| New | +$220K | 0.16% | 286 |
|
|
2023
Q1 | – | Sell |
-4,408
| Closed | -$358K | – | 575 |
|
|
2022
Q4 | $358K | Buy |
+4,408
| New | +$358K | 0.19% | 233 |
|