ICRM
Insight Capital Research & Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,990
| Closed | -$337K | – | 100 |
|
|
2017
Q2 | $337K | Buy |
+5,990
| New | +$337K | 0.2% | 94 |
|
|
2017
Q1 | – | Sell |
-8,305
| Closed | -$393K | – | 78 |
|
|
2016
Q4 | $393K | Buy |
+8,305
| New | +$393K | 0.21% | 100 |
|
|
2016
Q2 | – | Sell |
-10,305
| Closed | -$786K | – | 101 |
|
|
2016
Q1 | $786K | Sell |
10,305
-73
| -0.7% | -$5.57K | 0.24% | 83 |
|
|
2015
Q4 | $795K | Sell |
10,378
-980
| -9% | -$75.1K | 0.23% | 83 |
|
|
2015
Q3 | $740K | Sell |
11,358
-17
| -0.1% | -$1.11K | 0.22% | 81 |
|
|
2015
Q2 | $819K | Buy |
+11,375
| New | +$819K | 0.22% | 87 |
|