RIM
Rampart Investment Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-570
| Closed | -$30K | – | 30 |
|
|
2020
Q3 | $30K | Sell |
570
-456
| -44% | -$24K | 0.02% | 363 |
|
|
2020
Q2 | $48K | Buy |
1,026
+28
| +3% | +$1.31K | 0.01% | 504 |
|
|
2020
Q1 | $38K | Sell |
998
-832
| -45% | -$31.7K | 0.02% | 466 |
|
|
2019
Q4 | $87K | Buy |
1,830
+44
| +2% | +$2.09K | 0.01% | 522 |
|
|
2019
Q3 | $85K | Sell |
1,786
-80
| -4% | -$3.81K | 0.01% | 513 |
|
|
2019
Q2 | $88K | Sell |
1,866
-264
| -12% | -$12.5K | 0.01% | 522 |
|
|
2019
Q1 | $114K | Buy |
2,130
+735
| +53% | +$39.3K | 0.01% | 498 |
|
|
2018
Q4 | $60K | Sell |
1,395
-2,887
| -67% | -$124K | 0.02% | 482 |
|
|
2018
Q3 | $77.6K | Buy |
4,282
+2,798
| +189% | +$50.7K | 0.03% | 429 |
|
|
2018
Q2 | $88K | Sell |
1,484
-18,316
| -93% | -$1.09M | 0.01% | 512 |
|
|
2018
Q1 | $1.26M | Buy |
19,800
+17,955
| +973% | +$1.14M | 0.12% | 219 |
|
|
2017
Q4 | $113K | Sell |
1,845
-22
| -1% | -$1.35K | 0.04% | 408 |
|
|
2017
Q3 | $111K | Buy |
+1,867
| New | +$111K | 0.04% | 451 |
|