Mitsubishi UFJ Morgan Stanley Securities’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$6K | – | 27 |
|
|
2022
Q4 | $6K | Sell |
100
-100
| -50% | -$6K | 0.05% | 141 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | 0.13% | 106 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | 0.01% | 107 |
|
|
2022
Q1 | $13K | Sell |
200
-630
| -76% | -$41K | 0.01% | 105 |
|
|
2021
Q4 | $71K | Buy |
+830
| New | +$71K | 0.03% | 77 |
|