Alera Investment Advisors’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-299
Closed -$16K 129
2019
Q1
$16K Buy
299
+70
+31% +$3.75K 0.01% 343
2018
Q4
$10K Buy
+229
New +$10K 0.01% 423