NewEdge Advisors’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
Q4
Sell
-1,231
Closed -$74K 3879
2023
Q3
$74K Buy
1,231
+207
+20% +$12.4K ﹤0.01% 1953
2023
Q2
$71.8K Buy
1,024
+178
+21% +$12.5K ﹤0.01% 1971
2023
Q1
$64.4K Buy
846
+802
+1,823% +$61.1K ﹤0.01% 1900
2022
Q4
$3.57K Buy
+44
New +$3.57K ﹤0.01% 2697