Lowe Wealth Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-150
Closed -$1K 273
2018
Q1
$1K Hold
150
﹤0.01% 242
2017
Q4
$1K Hold
150
﹤0.01% 251
2017
Q3
$1K Buy
+150
New +$630 ﹤0.01% 243

Lowe Wealth Advisors's HTM Position: Q2 2018 in Review

Lowe Wealth Advisors sold out of U.S. Geothermal Inc. (HTM) in Q2 2018, closing a stake of 150 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in HTM in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 0 funds tracked by Wall St. Rank hold HTM as of Q2 2018.

  • Lowe Wealth Advisors reported no remaining U.S. Geothermal Inc. position as of Q2 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 150 U.S. Geothermal Inc. shares in Q2 2018, an estimated $1K.
  • Lowe Wealth Advisors first reported a position in U.S. Geothermal Inc. in Q3 2017 and held it in 3 quarters.
  • Lowe Wealth Advisors's U.S. Geothermal Inc. position peaked at $1K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2018.

Based on Lowe Wealth Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.