KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,153
| Closed | -$291K | – | 381 |
|
|
2023
Q2 | $291K | Hold |
4,153
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $316K | Hold |
4,153
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $337K | Sell |
4,153
-497
| -11% | -$40.3K | 0.01% | 316 |
|
|
2022
Q3 | $268K | Hold |
4,650
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $290K | Sell |
4,650
-850
| -15% | -$53K | 0.01% | 336 |
|
|
2022
Q1 | $383K | Buy |
+5,500
| New | +$383K | 0.01% | 328 |
|