RWA
Redmont Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$343K | – | 65 |
|
|
2022
Q4 | $343K | Hold |
6,000
| – | – | 0.4% | 67 |
|
|
2022
Q3 | $291K | Hold |
6,000
| – | – | 0.38% | 65 |
|
|
2022
Q2 | $328K | Hold |
6,000
| – | – | 0.4% | 61 |
|
|
2022
Q1 | $383K | Hold |
6,000
| – | – | 0.41% | 56 |
|
|
2021
Q4 | $515K | Buy |
+6,000
| New | +$515K | 0.55% | 41 |
|