VWA
V Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,596
| Closed | -$478K | – | 209 |
|
|
2018
Q1 | $478K | Sell |
7,596
-38
| -0.5% | -$2.39K | 0.26% | 104 |
|
|
2017
Q4 | $468K | Buy |
7,634
+51
| +0.7% | +$3.13K | 0.24% | 108 |
|
|
2017
Q3 | $459K | Buy |
7,583
+2,481
| +49% | +$150K | 0.23% | 100 |
|
|
2017
Q2 | $287K | Buy |
+5,102
| New | +$287K | 0.13% | 141 |
|