Old Mutual Customised Solutions’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $379K | Hold |
6,400
| – | – | 0.04% | 449 |
|
|
2018
Q1 | $407K | Hold |
6,400
| – | – | 0.04% | 431 |
|
|
2017
Q4 | $392K | Buy |
6,400
+1,100
| +21% | +$67.4K | 0.04% | 442 |
|
|
2017
Q3 | $315K | Hold |
5,300
| – | – | 0.04% | 435 |
|
|
2017
Q2 | $299K | Buy |
5,300
+1,600
| +43% | +$90.3K | 0.04% | 450 |
|
|
2017
Q1 | $189K | Hold |
3,700
| – | – | 0.03% | 531 |
|
|
2016
Q4 | $175K | Buy |
3,700
+1,300
| +54% | +$61.5K | 0.03% | 532 |
|
|
2016
Q3 | $119K | Hold |
2,400
| – | – | 0.03% | 525 |
|
|
2016
Q2 | $106K | Buy |
+2,400
| New | +$106K | 0.03% | 606 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$36K | – | 800 |
|
|
2013
Q2 | $36K | Buy |
+2,000
| New | +$36K | 0.01% | 823 |
|