JFS Wealth 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 | $572 | Sell |
11
-5
| -31% | -$260 | ﹤0.01% | 1670 |
|
|
2025
Q1 | $876 | Buy |
16
+10
| +167% | +$548 | ﹤0.01% | 1669 |
|
|
2024
Q4 | $296 | Sell |
6
-13
| -68% | -$641 | ﹤0.01% | 1825 |
|
|
2024
Q3 | $1.11K | Buy |
19
+9
| +90% | +$523 | ﹤0.01% | 1672 |
|
|
2024
Q2 | $543 | Sell |
10
-1
| -9% | -$54 | ﹤0.01% | 1791 |
|
|
2024
Q1 | $623 | Sell |
11
-7
| -39% | -$396 | ﹤0.01% | 1744 |
|
|
2023
Q4 | $1.18K | Buy |
18
+7
| +64% | +$458 | ﹤0.01% | 1612 |
|
|
2023
Q3 | $662 | Sell |
11
-5
| -31% | -$301 | ﹤0.01% | 1689 |
|
|
2023
Q2 | $1.12K | Hold |
16
| – | – | ﹤0.01% | 1569 |
|
|
2023
Q1 | $1.22K | Sell |
16
-2
| -11% | -$152 | ﹤0.01% | 1526 |
|
|
2022
Q4 | $1.46K | Buy |
18
+7
| +64% | +$568 | ﹤0.01% | 1490 |
|
|
2022
Q3 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 1643 |
|
|
2022
Q2 | $1K | Sell |
10
-4
| -29% | -$400 | ﹤0.01% | 1635 |
|
|
2022
Q1 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 1728 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1872 |
|