Ergoteles’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,766
| Closed | -$387K | – | 1226 |
|
2022
Q4 | $387K | Sell |
6,766
-16,509
| -71% | -$945K | 0.01% | 807 |
|
2022
Q3 | $1.13M | Sell |
23,275
-50,799
| -69% | -$2.47M | 0.04% | 437 |
|
2022
Q2 | $4.05M | Sell |
74,074
-5,194
| -7% | -$284K | 0.12% | 176 |
|
2022
Q1 | $5.06M | Buy |
+79,268
| New | +$5.06M | 0.19% | 126 |
|
2021
Q4 | – | Sell |
-7,522
| Closed | -$459K | – | 1215 |
|
2021
Q3 | $459K | Buy |
+7,522
| New | +$459K | 0.02% | 621 |
|