FineMark National Bank & Trust’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-580
| Closed | -$27K | – | 406 |
|
|
2016
Q4 | $27K | Buy |
580
+120
| +26% | +$5.59K | ﹤0.01% | 759 |
|
|
2016
Q3 | $23K | Buy |
460
+250
| +119% | +$12.5K | ﹤0.01% | 783 |
|
|
2016
Q2 | $9K | Buy |
210
+40
| +24% | +$1.71K | ﹤0.01% | 961 |
|
|
2016
Q1 | $6K | Buy |
170
+30
| +21% | +$1.06K | ﹤0.01% | 1001 |
|
|
2015
Q4 | $5K | Sell |
140
-36
| -20% | -$1.29K | ﹤0.01% | 1037 |
|
|
2015
Q3 | $6K | Buy |
+176
| New | +$6K | ﹤0.01% | 1059 |
|