Wealthspire Advisors (Maryland)’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,412	Closed	-$182K	–	546
2019 Q1	$182K	Buy	3,412 +203	+6%	+$10.1K	0.01%	460
2018 Q4	$137K	Buy	3,209 +6	+0.2%	+$276	0.01%	511
2018 Q3	$171K	Sell	3,203 -120	-4%	-$7.05K	0.01%	498
2018 Q2	$197K	Buy	3,323 +34	+1%	+$2.14K	0.02%	470
2018 Q1	$209K	Sell	3,289 -18	-0.5%	-$1.16K	0.02%	452
2017 Q4	$203K	Buy	3,307 +85	+3%	+$5.16K	0.02%	482
2017 Q3	$191K	Sell	3,222 -140	-4%	-$7.85K	0.02%	488
2017 Q2	$189K	Buy	3,362 +116	+4%	+$6.26K	0.02%	467
2017 Q1	$166K	Buy	3,246 +22	+0.7%	+$1.09K	0.02%	450
2016 Q4	$153K	Sell	3,224 -88	-3%	-$4.24K	0.02%	447
2016 Q3	$164K	Sell	3,312 -60	-2%	-$2.8K	0.03%	437
2016 Q2	$149K	Sell	3,372 -60	-2%	-$2.42K	0.02%	443
2016 Q1	$131K	Hold	3,432	–	–	0.02%	461
2015 Q4	$131K	Buy	+3,432	New	+$129K	0.02%	463