Miracle Mile 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
Q2 | – | Sell |
-10,470
| Closed | -$558K | – | 260 |
|
2019
Q1 | $558K | Sell |
10,470
-70
| -0.7% | -$3.73K | 0.04% | 182 |
|
2018
Q4 | $450K | Hold |
10,540
| – | – | 0.05% | 95 |
|
2018
Q3 | $563K | Hold |
10,540
| – | – | 0.05% | 115 |
|
2018
Q2 | $623K | Hold |
10,540
| – | – | 0.06% | 106 |
|
2018
Q1 | $670K | Hold |
10,540
| – | – | 0.07% | 96 |
|
2017
Q4 | $646K | Sell |
10,540
-864
| -8% | -$53K | 0.1% | 46 |
|
2017
Q3 | $678K | Buy |
11,404
+230
| +2% | +$13.7K | 0.12% | 36 |
|
2017
Q2 | $629K | Hold |
11,174
| – | – | 0.12% | 37 |
|
2017
Q1 | $572K | Sell |
11,174
-2,222
| -17% | -$114K | 0.11% | 44 |
|
2016
Q4 | $634K | Sell |
13,396
-628
| -4% | -$29.7K | 0.15% | 40 |
|
2016
Q3 | $693K | Buy |
+14,024
| New | +$693K | 0.17% | 36 |
|