Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $414K | Hold |
6,783
| – | – | 0.03% | 530 |
|
|
2021
Q2 | $489K | Sell |
6,783
-861
| -11% | -$62.1K | 0.03% | 473 |
|
|
2021
Q1 | $517K | Buy |
7,644
+256
| +3% | +$17.3K | 0.04% | 420 |
|
|
2020
Q4 | $405K | Buy |
7,388
+105
| +1% | +$5.76K | 0.03% | 451 |
|
|
2020
Q3 | $387K | Sell |
7,283
-1,232
| -14% | -$65.5K | 0.03% | 429 |
|
|
2020
Q2 | $401K | Buy |
8,515
+150
| +2% | +$7.06K | 0.04% | 396 |
|
|
2020
Q1 | $316K | Sell |
8,365
-245
| -3% | -$9.26K | 0.04% | 425 |
|
|
2019
Q4 | $410K | Buy |
8,610
+110
| +1% | +$5.24K | 0.04% | 449 |
|
|
2019
Q3 | $406K | Buy |
8,500
+383
| +5% | +$18.3K | 0.04% | 412 |
|
|
2019
Q2 | $383K | Sell |
8,117
-351
| -4% | -$16.6K | 0.04% | 444 |
|
|
2019
Q1 | $452K | Buy |
8,468
+211
| +3% | +$11.3K | 0.05% | 390 |
|
|
2018
Q4 | $353K | Buy |
+8,257
| New | +$353K | 0.04% | 431 |
|