YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-412
| Closed | -$19K | – | 192 |
|
|
2019
Q2 | $19K | Sell |
412
-7
| -2% | -$323 | 0.01% | 479 |
|
|
2019
Q1 | $22K | Buy |
+419
| New | +$22K | 0.01% | 457 |
|
|
2018
Q4 | – | Sell |
-291
| Closed | -$16K | – | 736 |
|
|
2018
Q3 | $16K | Hold |
291
| – | – | 0.01% | 557 |
|
|
2018
Q2 | $17K | Hold |
291
| – | – | 0.01% | 563 |
|
|
2018
Q1 | $19K | Hold |
291
| – | – | 0.01% | 532 |
|
|
2017
Q4 | $18K | Buy |
+291
| New | +$18K | 0.01% | 541 |
|