JCIA
Jackson Creek Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,387
| Closed | -$291K | – | 304 |
|
|
2021
Q4 | $291K | Hold |
3,387
| – | – | 0.1% | 275 |
|
|
2021
Q3 | $207K | Sell |
3,387
-133
| -4% | -$8.13K | 0.08% | 292 |
|
|
2021
Q2 | $254K | Hold |
3,520
| – | – | 0.09% | 281 |
|
|
2021
Q1 | $238K | Buy |
+3,520
| New | +$238K | 0.08% | 307 |
|