Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-440
| Closed | -$24.1K | – | 2543 |
|
|
2025
Q1 | $24.1K | Hold |
440
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q4 | $21.7K | Hold |
440
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q3 | $25.6K | Hold |
440
| – | – | ﹤0.01% | 1363 |
|
|
2024
Q2 | $23.9K | Hold |
440
| – | – | ﹤0.01% | 1381 |
|
|
2024
Q1 | $24.9K | Hold |
440
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q4 | $27.4K | Hold |
440
| – | – | ﹤0.01% | 1425 |
|
|
2023
Q3 | $26.4K | Hold |
440
| – | – | ﹤0.01% | 1399 |
|
|
2023
Q2 | $30.8K | Hold |
440
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q1 | $33.5K | Buy |
+440
| New | +$33.5K | ﹤0.01% | 1386 |
|
|
2022
Q3 | – | Sell |
-1,320
| Closed | -$82K | – | 2548 |
|
|
2022
Q2 | $82K | Hold |
1,320
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q1 | $92K | Hold |
1,320
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q4 | $97K | Sell |
1,320
-1,320
| -50% | -$97K | ﹤0.01% | 1418 |
|
|
2021
Q3 | $174K | Hold |
2,640
| – | – | ﹤0.01% | 976 |
|
|
2021
Q2 | $167K | Hold |
2,640
| – | – | ﹤0.01% | 995 |
|
|
2021
Q1 | $166K | Buy |
+2,640
| New | +$166K | ﹤0.01% | 1150 |
|