Baystate Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $842 | Hold |
10
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q3 | $674 | Hold |
10
| – | – | ﹤0.01% | 920 |
|
|
2023
Q2 | $741 | Hold |
10
| – | – | ﹤0.01% | 954 |
|
|
2023
Q1 | $702 | Hold |
10
| – | – | ﹤0.01% | 957 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 829 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 808 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 727 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 629 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 637 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 578 |
|