CIA
CSat Investment Advisory’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $99K | Buy |
1,464
+109
| +8% | +$7.37K | 0.08% | 87 |
|
|
2020
Q4 | $74K | Sell |
1,355
-775
| -36% | -$42.3K | 0.07% | 105 |
|
|
2020
Q3 | $113K | Buy |
2,130
+149
| +8% | +$7.91K | 0.01% | 411 |
|
|
2020
Q2 | $94K | Buy |
1,981
+220
| +12% | +$10.4K | 0.01% | 492 |
|
|
2020
Q1 | $67K | Buy |
1,761
+184
| +12% | +$7K | 0.01% | 446 |
|
|
2019
Q4 | $75K | Buy |
1,577
+319
| +25% | +$15.2K | 0.02% | 445 |
|
|
2019
Q3 | $60K | Sell |
1,258
-60
| -5% | -$2.86K | 0.02% | 440 |
|
|
2019
Q2 | $63K | Buy |
1,318
+530
| +67% | +$25.3K | 0.02% | 394 |
|
|
2019
Q1 | $42K | Sell |
788
-218
| -22% | -$11.6K | 0.02% | 176 |
|
|
2018
Q4 | $43K | Buy |
1,006
+589
| +141% | +$25.2K | 0.03% | 163 |
|
|
2018
Q3 | $22K | Buy |
417
+134
| +47% | +$7.07K | 0.01% | 206 |
|
|
2018
Q2 | $17K | Buy |
+283
| New | +$17K | 0.01% | 226 |
|