CIM Investment Management’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
Q2 | – | Sell |
-6,419
| Closed | -$434K | – | 302 |
|
|
2021
Q1 | $434K | Sell |
6,419
-247
| -4% | -$16.7K | 0.14% | 152 |
|
|
2020
Q4 | $365K | Sell |
6,666
-115
| -2% | -$6.3K | 0.12% | 176 |
|
|
2020
Q3 | $358K | Sell |
6,781
-68
| -1% | -$3.59K | 0.14% | 144 |
|
|
2020
Q2 | $323K | Sell |
6,849
-6,840
| -50% | -$323K | 0.13% | 154 |
|
|
2020
Q1 | $518K | Sell |
13,689
-680
| -5% | -$25.7K | 0.25% | 88 |
|
|
2019
Q4 | $685K | Hold |
14,369
| – | – | 0.27% | 85 |
|
|
2019
Q3 | $686K | Buy |
+14,369
| New | +$686K | 0.26% | 72 |
|