Moors & Cabot’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
Q4 | – | Sell |
-3,571
| Closed | -$217K | – | 854 |
|
|
2021
Q3 | $217K | Sell |
3,571
-41
| -1% | -$2.49K | 0.01% | 722 |
|
|
2021
Q2 | $260K | Sell |
3,612
-746
| -17% | -$53.7K | 0.02% | 620 |
|
|
2021
Q1 | $294K | Sell |
4,358
-110
| -2% | -$7.42K | 0.02% | 541 |
|
|
2020
Q4 | $246K | Buy |
4,468
+206
| +5% | +$11.3K | 0.02% | 579 |
|
|
2020
Q3 | $225K | Sell |
4,262
-824
| -16% | -$43.5K | 0.02% | 560 |
|
|
2020
Q2 | $241K | Buy |
+5,086
| New | +$241K | 0.03% | 513 |
|