Wealthspire Advisors (Maryland)’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,412
| Closed | -$182K | – | 545 |
|
2019
Q1 | $182K | Buy |
3,412
+203
| +6% | +$10.8K | 0.01% | 460 |
|
2018
Q4 | $137K | Buy |
3,209
+6
| +0.2% | +$256 | 0.01% | 511 |
|
2018
Q3 | $171K | Sell |
3,203
-120
| -4% | -$6.41K | 0.01% | 496 |
|
2018
Q2 | $197K | Buy |
3,323
+34
| +1% | +$2.02K | 0.02% | 469 |
|
2018
Q1 | $209K | Sell |
3,289
-18
| -0.5% | -$1.14K | 0.02% | 452 |
|
2017
Q4 | $203K | Buy |
3,307
+85
| +3% | +$5.22K | 0.02% | 482 |
|
2017
Q3 | $191K | Sell |
3,222
-140
| -4% | -$8.3K | 0.02% | 488 |
|
2017
Q2 | $189K | Buy |
3,362
+116
| +4% | +$6.52K | 0.02% | 467 |
|
2017
Q1 | $166K | Buy |
3,246
+22
| +0.7% | +$1.13K | 0.02% | 450 |
|
2016
Q4 | $153K | Sell |
3,224
-88
| -3% | -$4.18K | 0.02% | 447 |
|
2016
Q3 | $164K | Sell |
3,312
-60
| -2% | -$2.97K | 0.03% | 437 |
|
2016
Q2 | $149K | Sell |
3,372
-60
| -2% | -$2.65K | 0.02% | 443 |
|
2016
Q1 | $131K | Hold |
3,432
| – | – | 0.02% | 461 |
|
2015
Q4 | $131K | Buy |
+3,432
| New | +$131K | 0.02% | 463 |
|