TFO Wealth Partners’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$89 | – | 101 |
|
|
2024
Q1 | $89 | Hold |
1
| – | – | ﹤0.01% | 657 |
|
|
2023
Q4 | $82 | Sell |
1
-7
| -88% | -$574 | ﹤0.01% | 818 |
|
|
2023
Q3 | $582 | Buy |
8
+7
| +700% | +$509 | ﹤0.01% | 418 |
|
|
2023
Q2 | $73 | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2023
Q1 | $69 | Sell |
1
-3
| -75% | -$207 | ﹤0.01% | 709 |
|
|
2022
Q4 | $86 | Buy |
+4
| New | +$86 | ﹤0.01% | 800 |
|