Wealthcare Advisory Partners’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-29
| Closed | -$2K | – | 616 |
|
|
2021
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1841 |
|
|
2020
Q1 | – | Sell |
-101
| Closed | -$5K | – | 1474 |
|
|
2019
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q3 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 1060 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 951 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$3K | – | 1075 |
|
|
2017
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 854 |
|