PWMAG
HTO
Pinnacle Wealth Management Advisory Group’s H2O America Common Stock HTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$228K | – | 344 |
|
|
2023
Q1 | $228K | Hold |
3,000
| – | – | 0.03% | 277 |
|
|
2022
Q4 | $244K | Buy |
+3,000
| New | +$244K | 0.04% | 253 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$209K | – | 298 |
|
|
2022
Q1 | $209K | Hold |
3,000
| – | – | 0.03% | 266 |
|
|
2021
Q4 | $220K | Buy |
+3,000
| New | +$220K | 0.04% | 248 |
|