LWP
Lumature Wealth Partners’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $307K | Sell |
4,212
-70
| -2% | -$5.1K | 0.18% | 105 |
|
|
2023
Q1 | $296K | Buy |
4,282
+173
| +4% | +$12K | 0.17% | 103 |
|
|
2022
Q4 | $235K | Sell |
4,109
-240
| -6% | -$13.7K | 0.13% | 132 |
|
|
2022
Q3 | $211K | Buy |
4,349
+212
| +5% | +$10.3K | 0.11% | 147 |
|
|
2022
Q2 | $226K | Buy |
4,137
+808
| +24% | +$44.1K | 0.1% | 147 |
|
|
2022
Q1 | $213K | Sell |
3,329
-668
| -17% | -$42.7K | 0.09% | 169 |
|
|
2021
Q4 | $343K | Buy |
3,997
+594
| +17% | +$51K | 0.13% | 121 |
|
|
2021
Q3 | $208K | Buy |
3,403
+682
| +25% | +$41.7K | 0.09% | 142 |
|
|
2021
Q2 | $196K | Buy |
2,721
+1,586
| +140% | +$114K | 0.08% | 138 |
|
|
2021
Q1 | $77K | Buy |
+1,135
| New | +$77K | 0.04% | 193 |
|