SWA
Stratos Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,161
| Closed | -$202K | – | 505 |
|
|
2022
Q1 | $202K | Sell |
3,161
-16,699
| -84% | -$1.07M | 0.02% | 503 |
|
|
2021
Q4 | $1.71M | Buy |
19,860
+2,753
| +16% | +$236K | 0.12% | 207 |
|
|
2021
Q3 | $1.05M | Buy |
17,107
+12,932
| +310% | +$790K | 0.09% | 247 |
|
|
2021
Q2 | $301K | Hold |
4,175
| – | – | 0.03% | 443 |
|
|
2021
Q1 | $282K | Buy |
4,175
+175
| +4% | +$11.8K | 0.03% | 406 |
|
|
2020
Q4 | $219K | Buy |
+4,000
| New | +$219K | 0.03% | 369 |
|