1IA
1834 Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-362
| Closed | -$20K | – | 208 |
|
|
2022
Q2 | $20K | Hold |
362
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $23K | Hold |
362
| – | – | ﹤0.01% | 305 |
|
|
2021
Q4 | $31K | Hold |
362
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $22K | Hold |
362
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $26K | Hold |
362
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $24K | Sell |
362
-10,350
| -97% | -$686K | ﹤0.01% | 309 |
|
|
2020
Q4 | $587K | Sell |
10,712
-117
| -1% | -$6.41K | 0.08% | 115 |
|
|
2020
Q3 | $572K | Sell |
10,829
-117
| -1% | -$6.18K | 0.08% | 111 |
|
|
2020
Q2 | $516K | Sell |
10,946
-139,149
| -93% | -$6.56M | 0.08% | 115 |
|
|
2020
Q1 | $5.68M | Buy |
150,095
+114,001
| +316% | +$4.31M | 1.08% | 28 |
|
|
2019
Q4 | $1.72M | Sell |
36,094
-16,749
| -32% | -$798K | 0.26% | 74 |
|
|
2019
Q3 | $2.52M | Buy |
+52,843
| New | +$2.52M | 0.37% | 66 |
|