Disciplined Investments’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11
| Closed | -$664 | – | 110 |
|
2023
Q2 | $664 | Sell |
11
-3
| -21% | -$181 | ﹤0.01% | 1125 |
|
2023
Q1 | $870 | Buy |
14
+2
| +17% | +$124 | ﹤0.01% | 1021 |
|
2022
Q4 | $603 | Sell |
12
-2
| -14% | -$101 | ﹤0.01% | 1118 |
|
2022
Q3 | $0 | Buy |
14
+3
| +27% | – | ﹤0.01% | 1189 |
|
2022
Q2 | $0 | Buy |
11
+2
| +22% | – | ﹤0.01% | 1221 |
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1303 |
|