Schubert & Co’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-51
| Closed | -$3.53K | – | 120 |
|
|
2023
Q1 | $3.53K | Buy |
51
+20
| +65% | +$1.38K | ﹤0.01% | 625 |
|
|
2022
Q4 | $1.77K | Buy |
31
+8
| +35% | +$458 | ﹤0.01% | 935 |
|
|
2022
Q3 | $1K | Sell |
23
-26
| -53% | -$1.13K | ﹤0.01% | 990 |
|
|
2022
Q2 | $3K | Buy |
49
+29
| +145% | +$1.78K | ﹤0.01% | 526 |
|
|
2022
Q1 | $1K | Sell |
20
-3
| -13% | -$150 | ﹤0.01% | 557 |
|
|
2021
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 301 |
|