Veritable’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
Q1 | – | Sell |
-2,838
| Closed | -$244K | – | 904 |
|
|
2021
Q4 | $244K | Buy |
+2,838
| New | +$244K | ﹤0.01% | 796 |
|
|
2019
Q1 | – | Sell |
-5,899
| Closed | -$252K | – | 794 |
|
|
2018
Q4 | $252K | Sell |
5,899
-6,478
| -52% | -$277K | 0.01% | 655 |
|
|
2018
Q3 | $661K | Sell |
12,377
-4
| -0% | -$214 | 0.01% | 431 |
|
|
2018
Q2 | $732K | Buy |
12,381
+134
| +1% | +$7.92K | 0.02% | 408 |
|
|
2018
Q1 | $779K | Buy |
12,247
+332
| +3% | +$21.1K | 0.02% | 386 |
|
|
2017
Q4 | $730K | Buy |
11,915
+794
| +7% | +$48.6K | 0.01% | 397 |
|
|
2017
Q3 | $661K | Buy |
11,121
+3,099
| +39% | +$184K | 0.01% | 435 |
|
|
2017
Q2 | $452K | Buy |
+8,022
| New | +$452K | 0.01% | 528 |
|