Accel Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13
| Closed | -$907 | – | 205 |
|
|
2023
Q1 | $907 | Hold |
13
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q4 | $748 | Hold |
13
| – | – | ﹤0.01% | 996 |
|
|
2022
Q3 | $1K | Sell |
13
-820
| -98% | -$63.1K | ﹤0.01% | 965 |
|
|
2022
Q2 | $47K | Buy |
833
+13
| +2% | +$733 | 0.03% | 358 |
|
|
2022
Q1 | $54K | Hold |
820
| – | – | 0.03% | 359 |
|
|
2021
Q4 | $70K | Buy |
+820
| New | +$70K | 0.03% | 321 |
|