HFM
Harvest Fund Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-369
| Closed | -$33K | – | 634 |
|
|
2024
Q1 | $33K | Sell |
369
-1,419
| -79% | -$127K | ﹤0.01% | 546 |
|
|
2023
Q4 | $147K | Buy |
+1,788
| New | +$147K | 0.02% | 268 |
|
|
2023
Q3 | – | Sell |
-528
| Closed | -$38K | – | 634 |
|
|
2023
Q2 | $38K | Buy |
+528
| New | +$38K | 0.01% | 454 |
|
|
2023
Q1 | – | Sell |
-566
| Closed | -$32K | – | 737 |
|
|
2022
Q4 | $32K | Hold |
566
| – | – | 0.01% | 538 |
|
|
2022
Q3 | $28K | Sell |
566
-1,081
| -66% | -$53.5K | 0.01% | 506 |
|
|
2022
Q2 | $90K | Hold |
1,647
| – | – | 0.03% | 318 |
|
|
2022
Q1 | $105K | Buy |
1,647
+882
| +115% | +$56.2K | 0.02% | 335 |
|
|
2021
Q4 | $65K | Buy |
+765
| New | +$65K | 0.01% | 399 |
|