Marino Stram & Associates’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
Q2 | – | Sell |
-85
| Closed | -$5K | – | 109 |
|
|
2019
Q1 | $5K | Buy |
85
+2
| +2% | +$118 | ﹤0.01% | 355 |
|
|
2018
Q4 | $4K | Buy |
83
+29
| +54% | +$1.4K | ﹤0.01% | 349 |
|
|
2018
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 380 |
|
|
2018
Q2 | $3K | Sell |
54
-47
| -47% | -$2.61K | ﹤0.01% | 377 |
|
|
2018
Q1 | $6K | Buy |
101
+1
| +1% | +$59 | 0.01% | 355 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 356 |
|