HighMark Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-79
| Closed | -$4K | – | 475 |
|
|
2020
Q4 | $4K | Sell |
79
-53
| -40% | -$2.68K | ﹤0.01% | 345 |
|
|
2020
Q3 | $7K | Sell |
132
-4
| -3% | -$212 | 0.01% | 264 |
|
|
2020
Q2 | $6K | Hold |
136
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $5K | Buy |
136
+27
| +25% | +$993 | 0.01% | 218 |
|
|
2019
Q4 | $5K | Buy |
+109
| New | +$5K | 0.01% | 274 |
|