Stock TransactionsH2O AMERICA

Total Bought
278,018
16 transactions
Total Sold
107,829
8 transactions
Net
+170,189
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
DUFF & PHELPS INVESTMENT MANAGEMENT CO26,723182,302+155,5790.020.12+0.10buy
New Age Alpha Advisors, LLC42,24665,521+23,2750.080.16+0.08buy
CenterBook Partners LP18,16441,362+23,1980.050.14+0.09buy
FIRST NATIONAL CORP /MA/ /ADV18,91940,388+21,4690.210.49+0.28buy
Atom Investors LP23,40239,882+16,4800.140.27+0.13buy
E. Ohman J:or Asset Management AB32,53347,030+14,4970.040.07+0.03buy
GAMCO INVESTORS, INC. ET AL47,75057,965+10,2150.020.03+0.01buy
Canvas Wealth Advisors, LLC7,03811,130+4,0920.090.16+0.07buy
CONFLUENCE INVESTMENT MANAGEMENT LLC49,16753,044+3,8770.030.04+0.01buy
KEYNOTE FINANCIAL SERVICES LLC43,88045,928+2,0481.661.79+0.14buy
CHATHAM CAPITAL GROUP, INC.26,06827,148+1,0800.210.25+0.04buy
Petrus Trust Company, LTA4,4205,196+7760.020.03+0.01buy
Gallagher Fiduciary Advisors, LLC5,4846,154+6700.050.01-0.04buy
Clear Harbor Asset Management, LLC29,11129,496+3850.110.13+0.01buy
IQ EQ FUND MANAGEMENT (IRELAND) Ltd25,03125,406+3750.150.16+0.02buy
Estabrook Capital Management202204+20.000.00+0.00buy
Clarity Asset Management, Inc.767562-2050.020.02-0.00sell
Prosperity Consulting Group, LLC4,6754,194-4810.020.02+0.00sell
Skandinaviska Enskilda Banken AB (publ)12,99012,473-51727.840.48-27.36sell
OSTRUM ASSET MANAGEMENT1,200517-6830.010.00-0.00sell
FIRST MANHATTAN CO. LLC.103,277100,202-3,0750.010.02+0.00sell
Versor Investments LP9,9896,189-3,8000.080.06-0.03sell
Clean Yield Group74,70864,220-10,4881.171.14-0.03sell
NUANCE INVESTMENTS, LLC1,256,5481,167,968-88,5802.504.20+1.70sell
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