Schubert & Co’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
Q2 | – | Sell |
-11
| Closed | -$838 | – | 1270 |
|
|
2023
Q1 | $838 | Sell |
11
-3
| -21% | -$229 | ﹤0.01% | 1264 |
|
|
2022
Q4 | $1.14K | Buy |
14
+5
| +56% | +$406 | ﹤0.01% | 1120 |
|
|
2022
Q3 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 1242 |
|
|
2022
Q2 | $0 | Buy |
8
+3
| +60% | – | ﹤0.01% | 1582 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1316 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1262 |
|