CTA
Colonial Trust Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-59
| Closed | -$4.86K | – | 1025 |
|
|
2023
Q4 | $4.86K | Buy |
59
+40
| +211% | +$3.3K | ﹤0.01% | 611 |
|
|
2023
Q3 | $1.26K | Hold |
19
| – | – | ﹤0.01% | 763 |
|
|
2023
Q2 | $1.38K | Hold |
19
| – | – | ﹤0.01% | 766 |
|
|
2023
Q1 | $1.31K | Sell |
19
-4
| -17% | -$277 | ﹤0.01% | 768 |
|
|
2022
Q4 | $1.32K | Buy |
+23
| New | +$1.32K | ﹤0.01% | 774 |
|