Piedmont Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,243
| Closed | -$202K | – | 807 |
|
|
2019
Q4 | $202K | Buy |
+4,243
| New | +$202K | 0.01% | 891 |
|
|
2019
Q2 | – | Sell |
-12,633
| Closed | -$674K | – | 959 |
|
|
2019
Q1 | $674K | Buy |
12,633
+225
| +2% | +$12K | 0.03% | 405 |
|
|
2018
Q4 | $530K | Buy |
12,408
+673
| +6% | +$28.7K | 0.03% | 441 |
|
|
2018
Q3 | $626K | Buy |
11,735
+10,093
| +615% | +$538K | 0.03% | 429 |
|
|
2018
Q2 | $97K | Buy |
+1,642
| New | +$97K | ﹤0.01% | 1107 |
|
|
2014
Q1 | – | Sell |
-42
| Closed | -$1.13K | – | 320 |
|
|
2013
Q4 | $1.13K | Hold |
42
| – | – | ﹤0.01% | 320 |
|
|
2013
Q3 | $949 | Buy |
+42
| New | +$949 | ﹤0.01% | 274 |
|