Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,426
| Closed | -$70K | – | 272 |
|
|
2016
Q3 | $70K | Hold |
1,426
| – | – | 0.03% | 360 |
|
|
2016
Q2 | $63K | Hold |
1,426
| – | – | 0.02% | 364 |
|
|
2016
Q1 | $54K | Hold |
1,426
| – | – | 0.02% | 365 |
|
|
2015
Q4 | $55K | Hold |
1,426
| – | – | 0.02% | 375 |
|
|
2015
Q3 | $46K | Hold |
1,426
| – | – | 0.02% | 395 |
|
|
2015
Q2 | $51K | Buy |
+1,426
| New | +$51K | 0.02% | 392 |
|