Tradewinds Capital Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-266
| Closed | -$17K | – | 448 |
|
|
2022
Q1 | $17K | Hold |
266
| – | – | ﹤0.01% | 395 |
|
|
2021
Q4 | $23K | Hold |
266
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $16K | Hold |
266
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $19K | Hold |
266
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $18K | Hold |
266
| – | – | ﹤0.01% | 357 |
|
|
2020
Q4 | $15K | Hold |
266
| – | – | ﹤0.01% | 359 |
|
|
2020
Q3 | $14K | Hold |
266
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $13K | Hold |
266
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $10K | Hold |
266
| – | – | ﹤0.01% | 344 |
|
|
2019
Q4 | $13K | Hold |
266
| – | – | ﹤0.01% | 365 |
|
|
2019
Q3 | $13K | Hold |
266
| – | – | 0.01% | 326 |
|
|
2019
Q2 | $13K | Hold |
266
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $14K | Hold |
266
| – | – | 0.01% | 330 |
|
|
2018
Q4 | $11K | Hold |
266
| – | – | 0.01% | 359 |
|
|
2018
Q3 | $14K | Hold |
266
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $16K | Hold |
266
| – | – | 0.01% | 336 |
|
|
2018
Q1 | $17K | Hold |
266
| – | – | 0.01% | 320 |
|
|
2017
Q4 | $16K | Hold |
266
| – | – | 0.01% | 352 |
|
|
2017
Q3 | $16K | Hold |
266
| – | – | 0.01% | 330 |
|
|
2017
Q2 | $15K | Hold |
266
| – | – | 0.01% | 333 |
|
|
2017
Q1 | $14K | Buy |
+266
| New | +$14K | 0.01% | 338 |
|