Realta Investment Advisors’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-287
Closed -$14K 350
2019
Q4
$14K Buy
287
+92
+47% +$4.49K ﹤0.01% 1037
2019
Q3
$9K Buy
195
+1
+0.5% +$46 ﹤0.01% 1127
2019
Q2
$9K Sell
194
-3,026
-94% -$140K ﹤0.01% 1160
2019
Q1
$173K Buy
+3,220
New +$173K 0.08% 299