Squar Milner Financial Services’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,963
| Closed | -$216K | – | 1 |
|
|
2020
Q2 | $216K | Buy |
5,963
+915
| +18% | +$33.1K | 0.12% | 192 |
|
|
2020
Q1 | $162K | Buy |
5,048
+603
| +14% | +$19.4K | 0.1% | 194 |
|
|
2019
Q4 | $146K | Sell |
4,445
-2,184
| -33% | -$71.7K | 0.07% | 253 |
|
|
2019
Q3 | $266K | Buy |
6,629
+6,509
| +5,424% | +$261K | 0.14% | 172 |
|
|
2019
Q2 | $4K | Sell |
120
-222
| -65% | -$7.4K | ﹤0.01% | 609 |
|
|
2019
Q1 | $10K | Hold |
342
| – | – | 0.01% | 510 |
|
|
2018
Q4 | $8K | Hold |
342
| – | – | 0.01% | 494 |
|
|
2018
Q3 | $9K | Hold |
342
| – | – | 0.01% | 508 |
|
|
2018
Q2 | $8K | Buy |
+342
| New | +$8K | 0.01% | 627 |
|