Arete Wealth Advisors’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,105
Closed -$302K 363
2018
Q2
$302K Sell
5,105
-23
-0.4% -$1.36K 0.07% 267
2018
Q1
$326K Buy
5,128
+7
+0.1% +$445 0.11% 224
2017
Q4
$314K Buy
+5,121
New +$314K 0.1% 224