WFG Advisors’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $560K | Buy |
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|
2017
Q1 | $471K | Sell |
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|
2016
Q4 | $639K | Sell |
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|
2016
Q3 | $621K | Sell |
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|
2016
Q2 | $723K | Buy |
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|
2016
Q1 | $513K | Buy |
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|
2015
Q4 | $126K | Buy |
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|
2015
Q3 | $130K | Buy |
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|
2015
Q2 | $129K | Sell |
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|
2015
Q1 | $157K | Buy |
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|
2014
Q4 | $162K | Sell |
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|
2014
Q3 | $169K | Sell |
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|
2014
Q2 | $228K | Sell |
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|
2014
Q1 | $252K | Sell |
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|
2013
Q4 | $443K | Buy |
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|
2013
Q3 | $413K | Buy |
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|
2013
Q2 | $384K | Buy |
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