AAM
Aureus Asset Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,200
| Closed | -$265K | – | 169 |
|
|
2018
Q4 | $265K | Buy |
6,200
+200
| +3% | +$8.55K | 0.04% | 140 |
|
|
2018
Q3 | $320K | Sell |
6,000
-200
| -3% | -$10.7K | 0.04% | 143 |
|
|
2018
Q2 | $367K | Hold |
6,200
| – | – | 0.05% | 139 |
|
|
2018
Q1 | $394K | Sell |
6,200
-54
| -0.9% | -$3.43K | 0.06% | 119 |
|
|
2017
Q4 | $383K | Buy |
6,254
+54
| +0.9% | +$3.31K | 0.06% | 130 |
|
|
2017
Q3 | $368K | Hold |
6,200
| – | – | 0.06% | 130 |
|
|
2017
Q2 | $349K | Hold |
6,200
| – | – | 0.06% | 119 |
|
|
2017
Q1 | $335K | Hold |
6,200
| – | – | 0.06% | 126 |
|
|
2016
Q4 | $294K | Buy |
+6,200
| New | +$294K | 0.06% | 112 |
|