CWP
Concord Wealth Partners’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32
| Closed | -$2.12K | – | 818 |
|
|
2023
Q3 | $2.12K | Hold |
32
| – | – | ﹤0.01% | 861 |
|
|
2023
Q2 | $2.33K | Hold |
32
| – | – | ﹤0.01% | 846 |
|
|
2023
Q1 | $2.21K | Hold |
32
| – | – | ﹤0.01% | 797 |
|
|
2022
Q4 | $1.83K | Buy |
+32
| New | +$1.83K | ﹤0.01% | 955 |
|
|
2022
Q3 | – | Sell |
-103
| Closed | -$6K | – | 208 |
|
|
2022
Q2 | $6K | Sell |
103
-18
| -15% | -$1.05K | ﹤0.01% | 769 |
|
|
2022
Q1 | $8K | Hold |
121
| – | – | ﹤0.01% | 812 |
|
|
2021
Q4 | $10K | Buy |
121
+89
| +278% | +$7.36K | ﹤0.01% | 773 |
|
|
2021
Q3 | $2K | Sell |
32
-88
| -73% | -$5.5K | ﹤0.01% | 730 |
|
|
2021
Q2 | $9K | Sell |
120
-10
| -8% | -$750 | ﹤0.01% | 634 |
|
|
2021
Q1 | $9K | Buy |
+130
| New | +$9K | ﹤0.01% | 591 |
|