SBIA
Sheaff Brock Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,742
| Closed | -$931K | – | 512 |
|
|
2018
Q2 | $931K | Sell |
15,742
-22
| -0.1% | -$1.3K | 0.09% | 161 |
|
|
2018
Q1 | $1M | Buy |
15,764
+337
| +2% | +$21.4K | 0.1% | 143 |
|
|
2017
Q4 | $945K | Sell |
15,427
-266
| -2% | -$16.3K | 0.12% | 161 |
|
|
2017
Q3 | $933K | Sell |
15,693
-2,004
| -11% | -$119K | 0.12% | 154 |
|
|
2017
Q2 | $997K | Buy |
17,697
+468
| +3% | +$26.4K | 0.13% | 152 |
|
|
2017
Q1 | $881K | Sell |
17,229
-2,442
| -12% | -$125K | 0.11% | 172 |
|
|
2016
Q4 | $931K | Buy |
19,671
+10,079
| +105% | +$23K | 0.12% | 173 |
|
|
2016
Q3 | $948K | Sell |
9,592
-3,393
| -26% | -$335K | 0.13% | 156 |
|
|
2016
Q2 | $1.14M | Buy |
+12,985
| New | +$1.14M | 0.15% | 151 |
|
|
2016
Q1 | – | Sell |
-22,261
| Closed | -$1.71M | – | 631 |
|
|
2015
Q4 | $1.71M | Buy |
+22,261
| New | +$1.71M | 0.19% | 126 |
|