Newbridge Financial Services Group’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
Q1 | – | Sell |
-7
| Closed | -$568 | – | 1472 |
|
|
2022
Q4 | $568 | Hold |
7
| – | – | ﹤0.01% | 1352 |
|
|
2022
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1472 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$3K | – | 1510 |
|
|
2022
Q1 | $3K | Buy |
46
+8
| +21% | +$522 | ﹤0.01% | 1239 |
|
|
2021
Q4 | $3K | Sell |
38
-19
| -33% | -$1.5K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $4K | Sell |
57
-8
| -12% | -$561 | ﹤0.01% | 1074 |
|
|
2021
Q2 | $4K | Buy |
65
+2
| +3% | +$123 | ﹤0.01% | 1179 |
|
|
2021
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $4K | Sell |
63
-29
| -32% | -$1.84K | ﹤0.01% | 891 |
|
|
2020
Q3 | $6K | Buy |
+92
| New | +$6K | 0.01% | 783 |
|