TrueWealth LLC’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Buy |
140
+1
| +0.7% | +$50 | ﹤0.01% | 514 |
|
|
2020
Q1 | $5K | Buy |
139
+1
| +0.7% | +$36 | ﹤0.01% | 538 |
|
|
2019
Q4 | $7K | Buy |
138
+1
| +0.7% | +$51 | ﹤0.01% | 509 |
|
|
2019
Q3 | $7K | Hold |
137
| – | – | ﹤0.01% | 499 |
|
|
2019
Q2 | $6K | Buy |
137
+1
| +0.7% | +$44 | ﹤0.01% | 532 |
|
|
2019
Q1 | $7K | Hold |
136
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 542 |
|
|
2018
Q2 | $8K | Hold |
136
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $9K | Hold |
136
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $8K | Buy |
+136
| New | +$8K | ﹤0.01% | 544 |
|