USCA RIA’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
Q4 | – | Sell |
-5,346
| Closed | -$255K | – | 467 |
|
|
2019
Q3 | $255K | Buy |
5,346
+268
| +5% | +$12.8K | 0.03% | 391 |
|
|
2019
Q2 | $239K | Sell |
5,078
-63,181
| -93% | -$2.97M | 0.02% | 390 |
|
|
2019
Q1 | $3.64M | Buy |
68,259
+1,733
| +3% | +$92.4K | 0.4% | 82 |
|
|
2018
Q4 | $2.84M | Buy |
+66,526
| New | +$2.84M | 0.38% | 89 |
|