Assured Investment Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,424
| Closed | -$129K | – | 89 |
|
|
2019
Q1 | $129K | Buy |
+2,424
| New | +$129K | ﹤0.01% | 847 |
|
|
2016
Q2 | – | Sell |
-15,856
| Closed | -$605K | – | 547 |
|
|
2016
Q1 | $605K | Buy |
15,856
+12,748
| +410% | +$486K | 0.01% | 265 |
|
|
2015
Q4 | $119K | Buy |
+3,108
| New | +$119K | ﹤0.01% | 487 |
|
|
2015
Q3 | – | Sell |
-12,936
| Closed | -$466K | – | 577 |
|
|
2015
Q2 | $466K | Buy |
+12,936
| New | +$466K | 0.01% | 338 |
|