Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $254K | Buy |
+4,369
| New | +$254K | ﹤0.01% | 3032 |
|
|
2023
Q2 | – | Sell |
-3,422
| Closed | -$261K | – | 3336 |
|
|
2023
Q1 | $261K | Buy |
+3,422
| New | +$261K | ﹤0.01% | 2732 |
|
|
2020
Q1 | – | Sell |
-3,466
| Closed | -$246K | – | 2749 |
|
|
2019
Q4 | $246K | Buy |
3,466
+4
| +0.1% | +$284 | ﹤0.01% | 2444 |
|
|
2019
Q3 | $236K | Sell |
3,462
-93
| -3% | -$6.34K | ﹤0.01% | 2382 |
|
|
2019
Q2 | $216K | Buy |
3,555
+4
| +0.1% | +$243 | ﹤0.01% | 2487 |
|
|
2019
Q1 | $219K | Sell |
3,551
-2,351
| -40% | -$145K | ﹤0.01% | 2439 |
|
|
2018
Q4 | $328K | Sell |
5,902
-257
| -4% | -$14.3K | ﹤0.01% | 1944 |
|
|
2018
Q3 | $377K | Sell |
6,159
-186
| -3% | -$11.4K | ﹤0.01% | 2128 |
|
|
2018
Q2 | $420K | Sell |
6,345
-212
| -3% | -$14K | ﹤0.01% | 1987 |
|
|
2018
Q1 | $346K | Sell |
6,557
-935
| -12% | -$49.3K | ﹤0.01% | 1951 |
|
|
2017
Q4 | $478K | Buy |
7,492
+670
| +10% | +$42.7K | ﹤0.01% | 1732 |
|
|
2017
Q3 | $386K | Sell |
6,822
-105
| -2% | -$5.94K | ﹤0.01% | 1872 |
|
|
2017
Q2 | $341K | Buy |
6,927
+1,461
| +27% | +$71.9K | ﹤0.01% | 1909 |
|
|
2017
Q1 | $264K | Buy |
+5,466
| New | +$264K | ﹤0.01% | 1979 |
|