ST
Sageworth Trust’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-152
| Closed | -$10.5K | – | 100 |
|
|
2023
Q1 | $10.5K | Buy |
+152
| New | +$10.5K | ﹤0.01% | 281 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$1K | – | 380 |
|
|
2021
Q4 | $1K | Sell |
13
-47
| -78% | -$3.62K | ﹤0.01% | 665 |
|
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 711 |
|
|
2021
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 748 |
|