Sun Life Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-80
| Closed | -$5K | – | 113 |
|
2021
Q1 | $5K | Sell |
80
-1
| -1% | -$63 | ﹤0.01% | 483 |
|
2020
Q4 | $4K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 477 |
|
2020
Q3 | $4K | Sell |
80
-2
| -2% | -$100 | ﹤0.01% | 461 |
|
2020
Q2 | $4K | Sell |
82
-3
| -4% | -$146 | ﹤0.01% | 411 |
|
2020
Q1 | $3K | Buy |
85
+3
| +4% | +$106 | ﹤0.01% | 414 |
|
2019
Q4 | $4K | Sell |
82
-32
| -28% | -$1.56K | ﹤0.01% | 433 |
|
2019
Q3 | $5K | Sell |
114
-1
| -0.9% | -$44 | ﹤0.01% | 581 |
|
2019
Q2 | $5K | Sell |
115
-125
| -52% | -$5.44K | ﹤0.01% | 579 |
|
2019
Q1 | $13K | Sell |
240
-161
| -40% | -$8.72K | ﹤0.01% | 566 |
|
2018
Q4 | $17K | Buy |
401
+2
| +0.5% | +$85 | ﹤0.01% | 574 |
|
2018
Q3 | $21K | Buy |
399
+6
| +2% | +$316 | ﹤0.01% | 585 |
|
2018
Q2 | $23K | Buy |
393
+351
| +836% | +$20.5K | ﹤0.01% | 578 |
|
2018
Q1 | $663 | Sell |
42
-277
| -87% | -$4.37K | 0.01% | 389 |
|
2017
Q4 | $20K | Sell |
319
-763
| -71% | -$47.8K | ﹤0.01% | 431 |
|
2017
Q3 | $64K | Buy |
+1,082
| New | +$64K | 0.01% | 425 |
|