Proficio Capital Partners’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
Q3 | – | Sell |
-610
| Closed | -$29K | – | 218 |
|
|
2019
Q2 | $29K | Buy |
610
+303
| +99% | +$14.4K | 0.01% | 547 |
|
|
2019
Q1 | $16K | Buy |
307
+141
| +85% | +$7.35K | 0.01% | 725 |
|
|
2018
Q4 | $7K | Sell |
166
-476
| -74% | -$20.1K | ﹤0.01% | 792 |
|
|
2018
Q3 | $34K | Sell |
642
-22
| -3% | -$1.17K | 0.01% | 435 |
|
|
2018
Q2 | $39K | Hold |
664
| – | – | 0.02% | 415 |
|
|
2018
Q1 | $42K | Hold |
664
| – | – | 0.01% | 382 |
|
|
2017
Q4 | $41K | Hold |
664
| – | – | 0.01% | 394 |
|
|
2017
Q3 | $39K | Hold |
664
| – | – | 0.02% | 436 |
|
|
2017
Q2 | $36K | Sell |
664
-3
| -0.4% | -$163 | 0.02% | 456 |
|
|
2017
Q1 | $36K | Buy |
667
+603
| +942% | +$32.5K | 0.02% | 460 |
|
|
2016
Q4 | $3K | Sell |
64
-102
| -61% | -$4.78K | ﹤0.01% | 823 |
|
|
2016
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 617 |
|
|
2016
Q2 | $8K | Buy |
166
+102
| +159% | +$4.92K | 0.01% | 600 |
|
|
2016
Q1 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 714 |
|