Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,040
| Closed | -$195K | – | 2355 |
|
2021
Q1 | $195K | Buy |
3,040
+723
| +31% | +$46.4K | 0.01% | 1068 |
|
2020
Q4 | $161K | Sell |
2,317
-24
| -1% | -$1.67K | 0.01% | 939 |
|
2020
Q3 | $142K | Buy |
2,341
+1,440
| +160% | +$87.3K | 0.01% | 852 |
|
2020
Q2 | $56K | Buy |
901
+880
| +4,190% | +$54.7K | ﹤0.01% | 1139 |
|
2020
Q1 | $1K | Sell |
21
-11
| -34% | -$524 | ﹤0.01% | 2311 |
|
2019
Q4 | $2K | Buy |
32
+11
| +52% | +$688 | ﹤0.01% | 2235 |
|
2019
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2301 |
|