Liberty Wealth Management’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
Q2
Sell
-4,360
Closed -$332K 231
2023
Q1
$332K Buy
+4,360
New +$332K 0.07% 158
2022
Q3
$251K Hold
4,360
0.07% 125
2022
Q2
$272K Buy
+4,360
New +$272K 0.11% 113