Sheets Smith Wealth Management’s AZZ Inc AZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,255
| Closed | -$447K | – | 314 |
|
|
2019
Q3 | $447K | Buy |
10,255
+334
| +3% | +$14.6K | 0.09% | 207 |
|
|
2019
Q2 | $457K | Sell |
9,921
-442
| -4% | -$20.4K | 0.09% | 222 |
|
|
2019
Q1 | $424K | Sell |
10,363
-65
| -0.6% | -$2.66K | 0.09% | 224 |
|
|
2018
Q4 | $421K | Sell |
10,428
-329
| -3% | -$13.3K | 0.11% | 180 |
|
|
2018
Q3 | $543K | Buy |
10,757
+132
| +1% | +$6.66K | 0.11% | 203 |
|
|
2018
Q2 | $462K | Buy |
10,625
+3,373
| +47% | +$147K | 0.11% | 204 |
|
|
2018
Q1 | $317K | Buy |
7,252
+2,075
| +40% | +$90.7K | 0.08% | 248 |
|
|
2017
Q4 | $265K | Hold |
5,177
| – | – | 0.06% | 280 |
|
|
2017
Q3 | $252K | Hold |
5,177
| – | – | 0.06% | 279 |
|
|
2017
Q2 | $289K | Hold |
5,177
| – | – | 0.08% | 240 |
|
|
2017
Q1 | $308K | Hold |
5,177
| – | – | 0.08% | 228 |
|
|
2016
Q4 | $331K | Buy |
5,177
+125
| +2% | +$7.99K | 0.09% | 216 |
|
|
2016
Q3 | $330K | Hold |
5,052
| – | – | 0.09% | 202 |
|
|
2016
Q2 | $303K | Hold |
5,052
| – | – | 0.09% | 199 |
|
|
2016
Q1 | $286K | Hold |
5,052
| – | – | 0.09% | 191 |
|
|
2015
Q4 | $281K | Hold |
5,052
| – | – | 0.09% | 188 |
|
|
2015
Q3 | $246K | Buy |
5,052
+160
| +3% | +$7.79K | 0.08% | 180 |
|
|
2015
Q2 | $253K | Buy |
4,892
+140
| +3% | +$7.24K | 0.07% | 209 |
|
|
2015
Q1 | $221K | Hold |
4,752
| – | – | 0.06% | 218 |
|
|
2014
Q4 | $223K | Buy |
+4,752
| New | +$223K | 0.06% | 221 |
|
|
2014
Q3 | – | Sell |
-4,642
| Closed | -$214K | – | 247 |
|
|
2014
Q2 | $214K | Buy |
+4,642
| New | +$214K | 0.06% | 237 |
|
|
2014
Q1 | – | Sell |
-4,117
| Closed | -$201K | – | 250 |
|
|
2013
Q4 | $201K | Buy |
+4,117
| New | +$201K | 0.06% | 245 |
|