Inspire 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 | $629K | Buy |
+12,098
| New | +$629K | 0.07% | 246 |
|
2024
Q4 | – | Sell |
-4,667
| Closed | -$271K | – | 454 |
|
2024
Q3 | $271K | Hold |
4,667
| – | – | 0.03% | 310 |
|
2024
Q2 | $253K | Buy |
+4,667
| New | +$253K | 0.03% | 291 |
|
2021
Q1 | – | Sell |
-153
| Closed | -$11K | – | 614 |
|
2020
Q4 | $11K | Buy |
+153
| New | +$11K | ﹤0.01% | 506 |
|