RFWA
RPg Family Wealth Advisory’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-542
| Closed | -$33.2K | – | 240 |
|
|
2017
Q4 | $33.2K | Hold |
542
| – | – | 0.03% | 167 |
|
|
2017
Q3 | $32.2K | Hold |
542
| – | – | 0.03% | 177 |
|
|
2017
Q2 | $30.5K | Hold |
542
| – | – | 0.03% | 208 |
|
|
2017
Q1 | $27.7K | Hold |
542
| – | – | 0.02% | 188 |
|
|
2016
Q4 | $25.7K | Sell |
542
-48,142
| -99% | -$2.28M | 0.02% | 170 |
|
|
2016
Q3 | $4.81M | Sell |
48,684
-47,924
| -50% | -$4.73M | 3.41% | 7 |
|
|
2016
Q2 | $8.43M | Buy |
96,608
+48,597
| +101% | +$4.24M | 3.69% | 8 |
|
|
2016
Q1 | $3.66M | Buy |
+48,011
| New | +$3.66M | 2.84% | 13 |
|