NewFocus Financial Group’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 |
-61,597
| Closed | -$2.93M | – | 94 |
|
|
2019
Q4 | $2.93M | Sell |
61,597
-548
| -0.9% | -$26.1K | 1.15% | 26 |
|
|
2019
Q3 | $2.97M | Sell |
62,145
-706
| -1% | -$33.7K | 1.3% | 23 |
|
|
2019
Q2 | $2.96M | Buy |
62,851
+1,554
| +3% | +$73.3K | 1.37% | 21 |
|
|
2019
Q1 | $3.27M | Buy |
61,297
+1,816
| +3% | +$96.8K | 1.63% | 19 |
|
|
2018
Q4 | $2.54M | Buy |
+59,481
| New | +$2.54M | 1.5% | 22 |
|