Jackson Wealth Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-51,125
| Closed | -$2.32M | – | 107 |
|
|
2019
Q4 | $2.32M | Buy |
51,125
+1,732
| +4% | +$78.6K | 0.39% | 71 |
|
|
2019
Q3 | $2.29M | Buy |
49,393
+3,699
| +8% | +$171K | 0.48% | 60 |
|
|
2019
Q2 | $2.15M | Buy |
45,694
+539
| +1% | +$25.3K | 0.47% | 58 |
|
|
2019
Q1 | $2.41M | Buy |
45,155
+1,105
| +3% | +$58.9K | 0.59% | 46 |
|
|
2018
Q4 | $1.87M | Sell |
44,050
-1,885
| -4% | -$80K | 0.56% | 49 |
|
|
2018
Q3 | $2.45M | Buy |
45,935
+145
| +0.3% | +$7.74K | 0.52% | 47 |
|
|
2018
Q2 | $2.68M | Buy |
45,790
+22,796
| +99% | +$1.33M | 0.62% | 38 |
|
|
2018
Q1 | $1.48M | Sell |
22,994
-5,649
| -20% | -$364K | 0.41% | 70 |
|
|
2017
Q4 | $1.81M | Buy |
28,643
+525
| +2% | +$33.2K | 0.46% | 67 |
|
|
2017
Q3 | $1.71M | Buy |
28,118
+2,763
| +11% | +$168K | 0.46% | 57 |
|
|
2017
Q2 | $1.36M | Buy |
25,355
+4,031
| +19% | +$217K | 0.43% | 58 |
|
|
2017
Q1 | $1.06M | Buy |
21,324
+1,112
| +6% | +$55.4K | 0.38% | 58 |
|
|
2016
Q4 | $968K | Buy |
+20,212
| New | +$968K | 0.38% | 60 |
|