Secor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-86,239
| Closed | -$4.58M | – | 18 |
|
|
2019
Q1 | $4.58M | Buy |
+86,239
| New | +$4.58M | 0.94% | 5 |
|
|
2018
Q4 | – | Sell |
-130,950
| Closed | -$6.95M | – | 407 |
|
|
2018
Q3 | $6.95M | Buy |
+130,950
| New | +$6.95M | 0.75% | 24 |
|
|
2018
Q2 | – | Sell |
-69,369
| Closed | -$4.4M | – | 420 |
|
|
2018
Q1 | $4.4M | Buy |
+69,369
| New | +$4.4M | 0.36% | 72 |
|
|
2017
Q4 | – | Sell |
-106,403
| Closed | -$6.32M | – | 404 |
|
|
2017
Q3 | $6.32M | Buy |
+106,403
| New | +$6.32M | 0.6% | 27 |
|
|
2015
Q3 | – | Sell |
-24,524
| Closed | -$883K | – | 448 |
|
|
2015
Q2 | $883K | Buy |
+24,524
| New | +$883K | 0.32% | 102 |
|
|
2014
Q2 | – | Sell |
-57,218
| Closed | -$1.32M | – | 235 |
|
|
2014
Q1 | $1.32M | Buy |
+57,218
| New | +$1.32M | 0.65% | 33 |
|