DCM
Dynamic Capital Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,546
| Closed | -$356K | – | 40 |
|
|
2019
Q2 | $356K | Buy |
+7,546
| New | +$356K | 1.77% | 22 |
|
|
2018
Q4 | – | Sell |
-6,601
| Closed | -$352K | – | 29 |
|
|
2018
Q3 | $352K | Buy |
+6,601
| New | +$352K | 0.47% | 55 |
|
|
2017
Q3 | – | Sell |
-7,270
| Closed | -$410K | – | 247 |
|
|
2017
Q2 | $410K | Sell |
7,270
-13,058
| -64% | -$736K | 0.09% | 187 |
|
|
2017
Q1 | $1.04M | Buy |
+20,328
| New | +$1.04M | 0.17% | 157 |
|
|
2016
Q2 | – | Sell |
-7,986
| Closed | -$609K | – | 395 |
|
|
2016
Q1 | $609K | Buy |
+7,986
| New | +$609K | 0.23% | 135 |
|