Schubert & Co’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-41
| Closed | -$2.61K | – | 39 |
|
|
2023
Q1 | $2.61K | Hold |
41
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $2.03K | Buy |
41
+3
| +8% | +$149 | ﹤0.01% | 869 |
|
|
2022
Q3 | $1K | Buy |
38
+11
| +41% | +$289 | ﹤0.01% | 970 |
|
|
2022
Q2 | $1K | Buy |
27
+19
| +238% | +$704 | ﹤0.01% | 948 |
|
|
2022
Q1 | $0 | Sell |
8
-13
| -62% | – | ﹤0.01% | 1049 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 487 |
|