SWA
Sutton Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.45K | Buy |
37
+27
| +270% | +$1.79K | ﹤0.01% | 692 |
|
|
2023
Q2 | $728 | Sell |
10
-2
| -17% | -$146 | ﹤0.01% | 788 |
|
|
2023
Q1 | $830 | Sell |
12
-11
| -48% | -$761 | ﹤0.01% | 743 |
|
|
2022
Q4 | $1.32K | Hold |
23
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q3 | $1.12K | Buy |
23
+13
| +130% | +$631 | ﹤0.01% | 1267 |
|
|
2022
Q2 | $547 | Sell |
10
-2
| -17% | -$109 | ﹤0.01% | 1434 |
|
|
2022
Q1 | $767 | Buy |
12
+2
| +20% | +$128 | ﹤0.01% | 1401 |
|
|
2021
Q4 | $859 | Hold |
10
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q3 | $611 | Sell |
10
-1
| -9% | -$61 | ﹤0.01% | 1270 |
|
|
2021
Q2 | $793 | Hold |
11
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q1 | $744 | Hold |
11
| – | – | ﹤0.01% | 1220 |
|
|
2020
Q4 | $603 | Hold |
11
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q3 | $581 | Hold |
11
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q2 | $518 | Hold |
11
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q1 | $416 | Buy |
+11
| New | +$416 | ﹤0.01% | 1154 |
|