Gideon Capital Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,261
| Closed | -$437K | – | 287 |
|
|
2019
Q2 | $437K | Buy |
+9,261
| New | +$437K | 0.15% | 186 |
|
|
2018
Q4 | – | Sell |
-16,476
| Closed | -$879K | – | 367 |
|
|
2018
Q3 | $879K | Buy |
16,476
+12,427
| +307% | +$663K | 0.41% | 64 |
|
|
2018
Q2 | $239K | Buy |
+4,049
| New | +$239K | 0.12% | 306 |
|
|
2017
Q4 | – | Sell |
-3,854
| Closed | -$229K | – | 293 |
|
|
2017
Q3 | $229K | Buy |
+3,854
| New | +$229K | 0.23% | 225 |
|