Birch Capital Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-108
| Closed | -$7.17K | – | 93 |
|
|
2023
Q3 | $7.17K | Hold |
108
| – | – | ﹤0.01% | 84 |
|
|
2023
Q2 | $7.89K | Hold |
108
| – | – | ﹤0.01% | 86 |
|
|
2023
Q1 | $7.49K | Hold |
108
| – | – | ﹤0.01% | 88 |
|
|
2022
Q4 | $6.2K | Hold |
108
| – | – | ﹤0.01% | 96 |
|
|
2022
Q3 | $5.26K | Buy |
+108
| New | +$5.26K | ﹤0.01% | 97 |
|