Rehmann Capital Advisory 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
Q3 | – | Sell |
-4,250
| Closed | -$298K | – | 564 |
|
|
2023
Q2 | $298K | Hold |
4,250
| – | – | 0.03% | 424 |
|
|
2023
Q1 | $324K | Hold |
4,250
| – | – | 0.03% | 401 |
|
|
2022
Q4 | $345K | Hold |
4,250
| – | – | 0.04% | 375 |
|
|
2022
Q3 | $245K | Hold |
4,250
| – | – | 0.03% | 430 |
|
|
2022
Q2 | $265K | Buy |
+4,250
| New | +$265K | 0.03% | 403 |
|
|
2019
Q3 | $47.8K | Hold |
700
| – | – | 0.01% | 628 |
|
|
2019
Q2 | $42.5K | Hold |
700
| – | – | 0.01% | 897 |
|
|
2019
Q1 | $43.2K | Hold |
700
| – | – | 0.01% | 866 |
|
|
2018
Q4 | $38.9K | Hold |
700
| – | – | 0.01% | 668 |
|
|
2018
Q3 | $42.8K | Hold |
700
| – | – | 0.01% | 862 |
|
|
2018
Q2 | $46.4K | Buy |
700
+685
| +4,567% | +$45.4K | 0.01% | 807 |
|
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1926 |
|