WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $560K | Buy |
11,384
+1,619
| +17% | +$79.6K | 0.13% | 190 |
|
|
2017
Q1 | $471K | Sell |
9,765
-1,649
| -14% | -$79.5K | 0.13% | 180 |
|
|
2016
Q4 | $639K | Sell |
11,414
-2,792
| -20% | -$156K | 0.16% | 170 |
|
|
2016
Q3 | $621K | Sell |
14,206
-4,155
| -23% | -$182K | 0.15% | 157 |
|
|
2016
Q2 | $723K | Buy |
18,361
+4,245
| +30% | +$167K | 0.19% | 128 |
|
|
2016
Q1 | $513K | Buy |
14,116
+9,869
| +232% | +$359K | 0.15% | 162 |
|
|
2015
Q4 | $126K | Buy |
4,247
+27
| +0.6% | +$801 | 0.04% | 408 |
|
|
2015
Q3 | $130K | Buy |
4,220
+29
| +0.7% | +$893 | 0.04% | 396 |
|
|
2015
Q2 | $129K | Sell |
4,191
-890
| -18% | -$27.4K | 0.04% | 463 |
|
|
2015
Q1 | $157K | Buy |
5,081
+25
| +0.5% | +$772 | 0.04% | 412 |
|
|
2014
Q4 | $162K | Sell |
5,056
-1,233
| -20% | -$39.5K | 0.03% | 494 |
|
|
2014
Q3 | $169K | Sell |
6,289
-2,096
| -25% | -$56.3K | 0.03% | 491 |
|
|
2014
Q2 | $228K | Sell |
8,385
-155
| -2% | -$4.22K | 0.04% | 425 |
|
|
2014
Q1 | $252K | Sell |
8,540
-6,334
| -43% | -$187K | 0.05% | 387 |
|
|
2013
Q4 | $443K | Buy |
14,874
+133
| +0.9% | +$3.96K | 0.06% | 330 |
|
|
2013
Q3 | $413K | Buy |
14,741
+77
| +0.5% | +$2.16K | 0.06% | 319 |
|
|
2013
Q2 | $384K | Buy |
+14,664
| New | +$384K | 0.06% | 306 |
|