RCA
Rowland Carmichael Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $612K | Buy |
11,169
+234
| +2% | +$12.8K | 0.19% | 119 |
|
|
2020
Q3 | $577K | Sell |
10,935
-3
| -0% | -$158 | 0.23% | 113 |
|
|
2020
Q2 | $515K | Sell |
10,938
-4,585
| -30% | -$216K | 0.22% | 121 |
|
|
2020
Q1 | $587K | Sell |
15,523
-481
| -3% | -$18.2K | 0.3% | 95 |
|
|
2019
Q4 | $762K | Buy |
16,004
+179
| +1% | +$8.52K | 0.26% | 107 |
|
|
2019
Q3 | $755K | Sell |
15,825
-12
| -0.1% | -$573 | 0.26% | 110 |
|
|
2019
Q2 | $747K | Buy |
15,837
+11,067
| +232% | +$522K | 0.26% | 109 |
|
|
2019
Q1 | $254K | Buy |
+4,770
| New | +$254K | 0.09% | 212 |
|