JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572 | Sell |
|
|||||
|
2025
Q1 | $876 | Buy |
|
|||||
|
2024
Q4 | $296 | Sell |
|
|||||
|
2024
Q3 | $1.1K | Buy |
|
|||||
|
2024
Q2 | $543 | Sell |
|
|||||
|
2024
Q1 | $623 | Sell |
|
|||||
|
2023
Q4 | $1.18K | Buy |
|
|||||
|
2023
Q3 | $662 | Sell |
|
|||||
|
2023
Q2 | $1.12K | Hold |
|
|||||
|
2023
Q1 | $1.22K | Sell |
|
|||||
|
2022
Q4 | $1.46K | Buy |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q2 | $1K | Sell |
|
|||||
|
2022
Q1 | $1K | Buy |
|
|||||
|
2021
Q4 | $0 | Buy |
|