Industrial Alliance Investment Management’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
Q2 | – | Sell |
-5,788
| Closed | -$400K | – | 194 |
|
|
2023
Q1 | $400K | Buy |
5,788
+343
| +6% | +$23.7K | 0.01% | 375 |
|
|
2022
Q4 | $312K | Buy |
5,445
+1,481
| +37% | +$84.9K | 0.01% | 318 |
|
|
2022
Q3 | $193K | Sell |
3,964
-321
| -7% | -$15.6K | 0.01% | 342 |
|
|
2022
Q2 | $234K | Buy |
4,285
+5
| +0.1% | +$273 | 0.01% | 349 |
|
|
2022
Q1 | $273K | Buy |
4,280
+1,346
| +46% | +$85.9K | 0.01% | 375 |
|
|
2021
Q4 | $252K | Buy |
+2,934
| New | +$252K | 0.01% | 355 |
|