Capital Analysts LLC’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,497
| Closed | -$175K | – | 658 |
|
|
2018
Q4 | $175K | Buy |
7,497
+421
| +6% | +$9.83K | 0.02% | 208 |
|
|
2018
Q3 | $178K | Buy |
7,076
+32
| +0.5% | +$805 | 0.02% | 200 |
|
|
2018
Q2 | $156K | Sell |
7,044
-675
| -9% | -$14.9K | 0.02% | 209 |
|
|
2018
Q1 | $201K | Hold |
7,719
| – | – | 0.02% | 186 |
|
|
2017
Q4 | $189K | Buy |
7,719
+2,806
| +57% | +$68.7K | 0.02% | 192 |
|
|
2017
Q3 | $113K | Hold |
4,913
| – | – | 0.02% | 228 |
|
|
2017
Q2 | $121K | Buy |
+4,913
| New | +$121K | 0.02% | 219 |
|