Disciplined Investments’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
Q3 | – | Sell |
-26
| Closed | -$1.89K | – | 194 |
|
|
2023
Q2 | $1.89K | Sell |
26
-3
| -10% | -$218 | ﹤0.01% | 675 |
|
|
2023
Q1 | $2.01K | Buy |
29
+4
| +16% | +$277 | ﹤0.01% | 656 |
|
|
2022
Q4 | $1.43K | Sell |
25
-4
| -14% | -$229 | ﹤0.01% | 748 |
|
|
2022
Q3 | $1K | Buy |
29
+11
| +61% | +$379 | ﹤0.01% | 776 |
|
|
2022
Q2 | $1K | Sell |
18
-6
| -25% | -$333 | ﹤0.01% | 798 |
|
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 631 |
|