Omnia Family Wealth’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-26
| Closed | -$1K | – | 128 |
|
|
2019
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 518 |
|
|
2018
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 475 |
|
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 525 |
|
|
2018
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 400 |
|
|
2018
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 411 |
|
|
2017
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 411 |
|
|
2017
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 428 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 654 |
|
|
2017
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 654 |
|
|
2016
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 661 |
|