Loring Wolcott & Coolidge Fiduciary Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-65
| Closed | -$3K | – | 676 |
|
|
2019
Q2 | $3K | Sell |
65
-175
| -73% | -$8.08K | ﹤0.01% | 636 |
|
|
2019
Q1 | $13K | Sell |
240
-1,020
| -81% | -$55.3K | ﹤0.01% | 544 |
|
|
2018
Q4 | $54K | Sell |
1,260
-1,055
| -46% | -$45.2K | ﹤0.01% | 398 |
|
|
2018
Q3 | $124K | Buy |
2,315
+180
| +8% | +$9.64K | ﹤0.01% | 324 |
|
|
2018
Q2 | $126K | Buy |
2,135
+365
| +21% | +$21.5K | ﹤0.01% | 329 |
|
|
2018
Q1 | $113K | Buy |
1,770
+375
| +27% | +$23.9K | ﹤0.01% | 352 |
|
|
2017
Q4 | $85K | Buy |
1,395
+255
| +22% | +$15.5K | ﹤0.01% | 378 |
|
|
2017
Q3 | $68K | Buy |
+1,140
| New | +$68K | ﹤0.01% | 397 |
|