RegentAtlantic Capital’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $218K | Buy |
4,481
+318
| +8% | +$15.5K | 0.01% | 620 |
|
|
2022
Q2 | $228K | Buy |
4,163
+210
| +5% | +$11.5K | 0.01% | 603 |
|
|
2022
Q1 | $253K | Sell |
3,953
-13
| -0.3% | -$832 | 0.01% | 609 |
|
|
2021
Q4 | $340K | Sell |
3,966
-79
| -2% | -$6.77K | 0.01% | 541 |
|
|
2021
Q3 | $247K | Sell |
4,045
-404
| -9% | -$24.7K | 0.01% | 591 |
|
|
2021
Q2 | $321K | Buy |
4,449
+396
| +10% | +$28.6K | 0.01% | 515 |
|
|
2021
Q1 | $274K | Buy |
+4,053
| New | +$274K | 0.01% | 488 |
|