CFM Wealth Partners’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,348
Closed -$63K 170
2020
Q2
$63K Sell
1,348
-76
-5% -$3.55K 0.02% 251
2020
Q1
$54K Hold
1,424
0.03% 263
2019
Q4
$68K Buy
+1,424
New +$68K 0.03% 251