Ameritas Investment Company’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $275K | Buy |
4,497
+757
| +20% | +$46.3K | 0.01% | 584 |
|
2021
Q2 | $324K | Buy |
3,740
+40
| +1% | +$3.47K | 0.02% | 547 |
|
2021
Q1 | $250K | Hold |
3,700
| – | – | 0.02% | 512 |
|
2020
Q4 | $203K | Buy |
+3,700
| New | +$203K | 0.04% | 402 |
|
2020
Q2 | – | Sell |
-3,700
| Closed | -$140K | – | 401 |
|
2020
Q1 | $140K | Sell |
3,700
-1,500
| -29% | -$56.8K | 0.02% | 419 |
|
2019
Q4 | $248K | Buy |
5,200
+500
| +11% | +$23.8K | 0.05% | 293 |
|
2019
Q3 | $224K | Sell |
4,700
-248
| -5% | -$11.8K | 0.04% | 303 |
|
2019
Q2 | $233K | Sell |
4,948
-970
| -16% | -$45.7K | 0.11% | 191 |
|
2019
Q1 | $316K | Buy |
+5,918
| New | +$316K | 0.06% | 241 |
|