Evoke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-555
| Closed | -$27K | – | 397 |
|
|
2022
Q3 | $27K | Buy |
555
+96
| +21% | +$4.67K | ﹤0.01% | 597 |
|
|
2022
Q2 | $25K | Buy |
459
+33
| +8% | +$1.8K | ﹤0.01% | 618 |
|
|
2022
Q1 | $27K | Hold |
426
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $37K | Hold |
426
| – | – | ﹤0.01% | 573 |
|
|
2021
Q3 | $26K | Hold |
426
| – | – | ﹤0.01% | 595 |
|
|
2021
Q2 | $31K | Sell |
426
-4
| -0.9% | -$291 | ﹤0.01% | 577 |
|
|
2021
Q1 | $29K | Hold |
430
| – | – | ﹤0.01% | 522 |
|
|
2020
Q4 | $24K | Hold |
430
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $23K | Hold |
430
| – | – | ﹤0.01% | 452 |
|
|
2020
Q2 | $20K | Sell |
430
-13
| -3% | -$605 | ﹤0.01% | 461 |
|
|
2020
Q1 | $16.8K | Sell |
443
-3
| -0.7% | -$113 | ﹤0.01% | 459 |
|
|
2019
Q4 | $21.2K | Hold |
446
| – | – | ﹤0.01% | 576 |
|
|
2019
Q3 | $21.3K | Buy |
+446
| New | +$21.3K | ﹤0.01% | 642 |
|