Advantage Investment Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 753 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 764 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 751 |
|
|
2018
Q4 | $4K | Sell |
100
-200
| -67% | -$8K | ﹤0.01% | 804 |
|
|
2018
Q3 | $16K | Hold |
300
| – | – | 0.01% | 624 |
|
|
2018
Q2 | $18K | Sell |
300
-7
| -2% | -$420 | 0.01% | 557 |
|
|
2018
Q1 | $20K | Hold |
307
| – | – | 0.01% | 545 |
|
|
2017
Q4 | $19K | Buy |
307
+7
| +2% | +$433 | 0.01% | 580 |
|
|
2017
Q3 | $18K | Hold |
300
| – | – | 0.01% | 559 |
|
|
2017
Q2 | $17K | Hold |
300
| – | – | 0.01% | 583 |
|
|
2017
Q1 | $15K | Sell |
300
-200
| -40% | -$10K | 0.01% | 599 |
|
|
2016
Q4 | $24K | Sell |
500
-500
| -50% | -$24K | 0.01% | 472 |
|
|
2016
Q3 | $49K | Hold |
1,000
| – | – | 0.02% | 332 |
|
|
2016
Q2 | $44K | Buy |
1,000
+400
| +67% | +$17.6K | 0.02% | 359 |
|
|
2016
Q1 | $23K | Buy |
+600
| New | +$23K | 0.01% | 435 |
|