AWA
Artemis Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-555
| Closed | -$36.7K | – | 29 |
|
|
2023
Q3 | $36.7K | Buy |
+555
| New | +$36.7K | 0.01% | 49 |
|
|
2023
Q2 | – | Sell |
-596
| Closed | -$41.2K | – | 76 |
|
|
2023
Q1 | $41.2K | Sell |
596
-6
| -1% | -$415 | 0.01% | 32 |
|
|
2022
Q4 | $34.5K | Buy |
602
+3
| +0.5% | +$172 | 0.01% | 51 |
|
|
2022
Q3 | $29.1K | Buy |
599
+2
| +0.3% | +$97 | 0.01% | 63 |
|
|
2022
Q2 | $32.6K | Buy |
597
+120
| +25% | +$6.56K | 0.01% | 80 |
|
|
2022
Q1 | $30.5K | Sell |
477
-120
| -20% | -$7.67K | 0.01% | 49 |
|
|
2021
Q4 | $51.3K | Buy |
597
+78
| +15% | +$6.7K | 0.01% | 44 |
|
|
2021
Q3 | $31.7K | Buy |
519
+197
| +61% | +$12K | ﹤0.01% | 64 |
|
|
2021
Q2 | $23.2K | Sell |
322
-39
| -11% | -$2.81K | ﹤0.01% | 62 |
|
|
2021
Q1 | $24.4K | Buy |
+361
| New | +$24.4K | ﹤0.01% | 55 |
|