M&R Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-100
| Closed | -$6K | – | 540 |
|
2018
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 465 |
|
2018
Q1 | – | Sell |
-400
| Closed | -$25K | – | 554 |
|
2017
Q4 | $25K | Hold |
400
| – | – | 0.01% | 362 |
|
2017
Q3 | $22K | Hold |
400
| – | – | 0.01% | 376 |
|
2017
Q2 | $21K | Hold |
400
| – | – | 0.01% | 378 |
|
2017
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 382 |
|
2016
Q4 | $22K | Hold |
400
| – | – | 0.01% | 358 |
|
2016
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 383 |
|
2016
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 392 |
|