Crewe Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73
| Closed | -$6.56K | – | 654 |
|
|
2024
Q3 | $6.56K | Hold |
73
| – | – | ﹤0.01% | 538 |
|
|
2024
Q2 | $5.97K | Hold |
73
| – | – | ﹤0.01% | 767 |
|
|
2024
Q1 | $6.53K | Buy |
+73
| New | +$6.53K | ﹤0.01% | 685 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1031 |
|
|
2022
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1107 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$3K | – | 180 |
|
|
2019
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 210 |
|