Lindbrook Capital’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
Q1 | – | Sell |
-166
| Closed | -$8.17K | – | 2922 |
|
|
2024
Q4 | $8.17K | Sell |
166
-14
| -8% | -$689 | ﹤0.01% | 1757 |
|
|
2024
Q3 | $10.5K | Buy |
180
+7
| +4% | +$407 | ﹤0.01% | 1650 |
|
|
2024
Q2 | $9.38K | Buy |
173
+162
| +1,473% | +$8.78K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $622 | Sell |
11
-55
| -83% | -$3.11K | ﹤0.01% | 2501 |
|
|
2023
Q4 | $4.31K | Buy |
66
+34
| +106% | +$2.22K | ﹤0.01% | 1961 |
|
|
2023
Q3 | $1.92K | Sell |
32
-181
| -85% | -$10.9K | ﹤0.01% | 2146 |
|
|
2023
Q2 | $14.9K | Buy |
213
+5
| +2% | +$351 | ﹤0.01% | 1241 |
|
|
2023
Q1 | $15.8K | Sell |
208
-3
| -1% | -$228 | ﹤0.01% | 1188 |
|
|
2022
Q4 | $17.1K | Buy |
211
+191
| +955% | +$15.5K | ﹤0.01% | 1142 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2484 |
|
|
2022
Q2 | $1K | Buy |
20
+12
| +150% | +$600 | ﹤0.01% | 2360 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2351 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$1K | – | 1864 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1441 |
|