Berman Capital Advisors’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 | $21K | Buy |
350
+69
| +25% | +$4.14K | ﹤0.01% | 954 |
|
|
2021
Q2 | $20K | Buy |
281
+1
| +0.4% | +$71 | ﹤0.01% | 902 |
|
|
2021
Q1 | $18K | Hold |
280
| – | – | ﹤0.01% | 817 |
|
|
2020
Q4 | $15K | Buy |
280
+164
| +141% | +$8.79K | ﹤0.01% | 752 |
|
|
2020
Q3 | $6K | Buy |
116
+57
| +97% | +$2.95K | ﹤0.01% | 952 |
|
|
2020
Q2 | $2K | Sell |
59
-55
| -48% | -$1.86K | ﹤0.01% | 1224 |
|
|
2020
Q1 | $3K | Sell |
114
-85
| -43% | -$2.24K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $9K | Hold |
199
| – | – | ﹤0.01% | 764 |
|
|
2019
Q3 | $9K | Buy |
199
+1
| +0.5% | +$45 | ﹤0.01% | 735 |
|
|
2019
Q2 | $9K | Hold |
198
| – | – | ﹤0.01% | 756 |
|
|
2019
Q1 | $10K | Hold |
198
| – | – | ﹤0.01% | 648 |
|
|
2018
Q4 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 547 |
|