CreativeOne Wealth’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 Q1	–	Sell	-7,174	Closed	-$411K	–	792
2022 Q4	$411K	Sell	7,174 -1,170	-14%	-$67K	0.02%	485
2022 Q3	$405K	Buy	+8,344	New	+$405K	0.02%	455