Ropes Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-775
| Closed | -$42K | – | 282 |
|
|
2020
Q4 | $42K | Hold |
775
| – | – | 0.01% | 404 |
|
|
2020
Q3 | $41K | Hold |
775
| – | – | 0.01% | 355 |
|
|
2020
Q2 | $37K | Hold |
775
| – | – | 0.01% | 334 |
|
|
2020
Q1 | $29K | Hold |
775
| – | – | 0.01% | 334 |
|
|
2019
Q4 | $37K | Hold |
775
| – | – | 0.01% | 355 |
|
|
2019
Q3 | $37K | Buy |
+775
| New | +$37K | 0.01% | 360 |
|