CWA
Clarus Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,514
| Closed | -$222K | – | 123 |
|
|
2024
Q3 | $222K | Sell |
2,514
-29
| -1% | -$2.56K | 0.11% | 121 |
|
|
2024
Q2 | $211K | Buy |
2,543
+101
| +4% | +$8.38K | 0.11% | 122 |
|
|
2024
Q1 | $209K | Sell |
2,442
-55
| -2% | -$4.7K | 0.12% | 117 |
|
|
2023
Q4 | $201K | Buy |
+2,497
| New | +$201K | 0.12% | 119 |
|
|
2023
Q2 | $241K | Buy |
3,414
+53
| +2% | +$3.74K | 0.15% | 109 |
|
|
2023
Q1 | $217K | Buy |
+3,361
| New | +$217K | 0.14% | 116 |
|