American Portfolios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.1K | Buy |
250
+220
| +733% | +$10.7K | ﹤0.01% | 2438 |
|
|
2022
Q2 | $1.64K | Hold |
30
| – | – | ﹤0.01% | 3179 |
|
|
2022
Q1 | $1.92K | Hold |
30
| – | – | ﹤0.01% | 3236 |
|
|
2021
Q4 | $2.58K | Sell |
30
-32
| -52% | -$2.75K | ﹤0.01% | 3115 |
|
|
2021
Q3 | $3.79K | Hold |
62
| – | – | ﹤0.01% | 2957 |
|
|
2021
Q2 | $4.47K | Hold |
62
| – | – | ﹤0.01% | 2867 |
|
|
2021
Q1 | $4.19K | Buy |
62
+30
| +94% | +$2.03K | ﹤0.01% | 2762 |
|
|
2020
Q4 | $1.75K | Sell |
32
-30
| -48% | -$1.64K | ﹤0.01% | 2723 |
|
|
2020
Q3 | $3.27K | Buy |
62
+32
| +107% | +$1.69K | ﹤0.01% | 2435 |
|
|
2020
Q2 | $1.41K | Hold |
30
| – | – | ﹤0.01% | 2624 |
|
|
2020
Q1 | $1.13K | Sell |
30
-1,019
| -97% | -$38.5K | ﹤0.01% | 2538 |
|
|
2019
Q4 | $50K | Buy |
1,049
+127
| +14% | +$6.05K | ﹤0.01% | 1344 |
|
|
2019
Q3 | $44K | Sell |
922
-2,101
| -70% | -$100K | ﹤0.01% | 1330 |
|
|
2019
Q2 | $143K | Buy |
3,023
+781
| +35% | +$36.8K | 0.01% | 841 |
|
|
2019
Q1 | $120K | Buy |
2,242
+99
| +5% | +$5.28K | 0.01% | 816 |
|
|
2018
Q4 | $91.5K | Buy |
2,143
+574
| +37% | +$24.5K | 0.01% | 757 |
|
|
2018
Q3 | $83.7K | Buy |
1,569
+222
| +16% | +$11.8K | 0.01% | 910 |
|
|
2018
Q2 | $79.7K | Buy |
1,347
+13
| +1% | +$769 | 0.01% | 891 |
|
|
2018
Q1 | $84.8K | Buy |
1,334
+18
| +1% | +$1.15K | 0.01% | 815 |
|
|
2017
Q4 | $80.6K | Buy |
+1,316
| New | +$80.6K | 0.01% | 799 |
|