WIL
Winifred I. Li’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $85K | Hold |
1,500
| – | – | 0.08% | 207 |
|
|
2014
Q3 | $71K | Hold |
1,500
| – | – | 0.07% | 233 |
|
|
2014
Q2 | $74K | Hold |
1,500
| – | – | 0.06% | 245 |
|
|
2014
Q1 | $69K | Hold |
1,500
| – | – | 0.06% | 243 |
|
|
2013
Q4 | $81K | Hold |
1,500
| – | – | 0.07% | 220 |
|
|
2013
Q3 | $68K | Sell |
1,500
-800
| -35% | -$36.3K | 0.06% | 233 |
|
|
2013
Q2 | $83K | Buy |
+2,300
| New | +$83K | 0.08% | 202 |
|