AdvisorShares Investments’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,896
| Closed | -$390K | – | 275 |
|
|
2023
Q3 | $390K | Sell |
5,896
-136
| -2% | -$8.99K | 0.1% | 129 |
|
|
2023
Q2 | $439K | Buy |
+6,032
| New | +$439K | 0.13% | 98 |
|
|
2021
Q4 | – | Sell |
-29,309
| Closed | -$1.79M | – | 195 |
|
|
2021
Q3 | $1.79M | Buy |
29,309
+1,100
| +4% | +$67.2K | 0.28% | 51 |
|
|
2021
Q2 | $2.03M | Buy |
+28,209
| New | +$2.03M | 0.28% | 29 |
|