TCI Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-95
| Closed | -$6.57K | – | 319 |
|
|
2023
Q1 | $6.57K | Sell |
95
-1
| -1% | -$69 | ﹤0.01% | 1340 |
|
|
2022
Q4 | $5.5K | Buy |
96
+1
| +1% | +$57 | ﹤0.01% | 1463 |
|
|
2022
Q3 | $5K | Sell |
95
-151
| -61% | -$7.95K | ﹤0.01% | 1413 |
|
|
2022
Q2 | $13K | Sell |
246
-2
| -0.8% | -$106 | ﹤0.01% | 833 |
|
|
2022
Q1 | $16K | Buy |
248
+2
| +0.8% | +$129 | ﹤0.01% | 787 |
|
|
2021
Q4 | $21K | Hold |
246
| – | – | ﹤0.01% | 675 |
|
|
2021
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $18K | Hold |
246
| – | – | ﹤0.01% | 626 |
|
|
2021
Q1 | $17K | Hold |
246
| – | – | 0.01% | 603 |
|
|
2020
Q4 | $13K | Sell |
246
-13
| -5% | -$687 | 0.01% | 553 |
|
|
2020
Q3 | $14K | Buy |
259
+97
| +60% | +$5.24K | 0.01% | 492 |
|
|
2020
Q2 | $8K | Buy |
162
+76
| +88% | +$3.75K | ﹤0.01% | 602 |
|
|
2020
Q1 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 817 |
|