IEFM
IQ EQ Fund Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,008
| Closed | -$1.17M | – | 301 |
|
|
2024
Q3 | $1.17M | Hold |
13,008
| – | – | 0.12% | 202 |
|
|
2024
Q2 | $1.06M | Sell |
13,008
-2,208
| -15% | -$181K | 0.12% | 192 |
|
|
2024
Q1 | $1.36M | Sell |
15,216
-285
| -2% | -$25.5K | 0.15% | 162 |
|
|
2023
Q4 | $1.28M | Buy |
+15,501
| New | +$1.28M | 0.15% | 179 |
|