SSWM
Sheets Smith Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,382
| Closed | -$795K | – | 240 |
|
|
2015
Q4 | $795K | Buy |
+10,382
| New | +$795K | 0.24% | 122 |
|
|
2015
Q3 | – | Sell |
-13,697
| Closed | -$986K | – | 212 |
|
|
2015
Q2 | $986K | Buy |
13,697
+278
| +2% | +$20K | 0.27% | 111 |
|
|
2015
Q1 | $881K | Buy |
+13,419
| New | +$881K | 0.24% | 131 |
|
|
2014
Q1 | – | Sell |
-23,155
| Closed | -$1.25M | – | 249 |
|
|
2013
Q4 | $1.25M | Buy |
23,155
+1,372
| +6% | +$74K | 0.34% | 74 |
|
|
2013
Q3 | $985K | Sell |
21,783
-42
| -0.2% | -$1.9K | 0.32% | 83 |
|
|
2013
Q2 | $792K | Buy |
+21,825
| New | +$792K | 0.27% | 100 |
|