WEC
Winslow Evans & Crocker’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10
| Closed | -$2K | – | 1146 |
|
|
2019
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1092 |
|
|
2016
Q1 | – | Sell |
-9,200
| Closed | -$705K | – | 1293 |
|
|
2015
Q4 | $705K | Hold |
9,200
| – | – | 0.2% | 114 |
|
|
2015
Q3 | $600K | Buy |
+9,200
| New | +$600K | 0.19% | 121 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1308 |
|
|
2014
Q1 | – | Sell |
-420
| Closed | -$23K | – | 1295 |
|
|
2013
Q4 | $23K | Buy |
+420
| New | +$23K | 0.01% | 654 |
|