Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$6.54K | – | 3785 |
|
|
2023
Q4 | $6.54K | Buy |
+100
| New | +$6.54K | ﹤0.01% | 2780 |
|
|
2020
Q2 | – | Sell |
-86
| Closed | -$5K | – | 2662 |
|
|
2020
Q1 | $5K | Hold |
86
| – | – | ﹤0.01% | 2082 |
|
|
2019
Q4 | $6K | Hold |
86
| – | – | ﹤0.01% | 2040 |
|
|
2019
Q3 | $6K | Buy |
+86
| New | +$6K | ﹤0.01% | 2058 |
|
|
2015
Q4 | – | Sell |
-194
| Closed | -$6K | – | 1818 |
|
|
2015
Q3 | $6K | Buy |
+194
| New | +$6K | ﹤0.01% | 1217 |
|
|
2014
Q2 | – | Sell |
-104
| Closed | -$3K | – | 1374 |
|
|
2014
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 1098 |
|
|
2013
Q4 | $3K | Buy |
104
+1
| +1% | +$29 | ﹤0.01% | 1190 |
|
|
2013
Q3 | $3K | Buy |
+103
| New | +$3K | ﹤0.01% | 1119 |
|