TW
Transform Wealth’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,512
| Closed | -$208K | – | 196 |
|
|
2018
Q2 | $208K | Sell |
3,512
-885
| -20% | -$52.4K | 0.04% | 204 |
|
|
2018
Q1 | $280K | Sell |
4,397
-6,134
| -58% | -$391K | 0.05% | 205 |
|
|
2017
Q4 | $645K | Sell |
10,531
-266
| -2% | -$16.3K | 0.12% | 170 |
|
|
2017
Q3 | $642K | Sell |
10,797
-7,161
| -40% | -$426K | 0.22% | 132 |
|
|
2017
Q2 | $1.01M | Buy |
17,958
+3,133
| +21% | +$177K | 1.14% | 32 |
|
|
2017
Q1 | $758K | Sell |
14,825
-6,187
| -29% | -$316K | 0.28% | 126 |
|
|
2016
Q4 | $995K | Buy |
21,012
+10,456
| +99% | +$495K | 0.39% | 85 |
|
|
2016
Q3 | $1.04M | Sell |
10,556
-405
| -4% | -$40K | 0.45% | 77 |
|
|
2016
Q2 | $966K | Buy |
+10,961
| New | +$966K | 0.41% | 84 |
|