TFO Wealth Partners’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
Q2 | – | Sell |
-1
| Closed | -$57 | – | 643 |
|
|
2024
Q1 | $57 | Hold |
1
| – | – | ﹤0.01% | 707 |
|
|
2023
Q4 | $65 | Hold |
1
| – | – | ﹤0.01% | 849 |
|
|
2023
Q3 | $70 | Hold |
1
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q2 | $70 | Hold |
1
| – | – | ﹤0.01% | 727 |
|
|
2023
Q1 | $76 | Sell |
1
-4
| -80% | -$304 | ﹤0.01% | 696 |
|
|
2022
Q4 | $292 | Buy |
+5
| New | +$292 | ﹤0.01% | 568 |
|