Valeo Financial Advisors’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 |
-40
| Closed | -$3K | – | 525 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q3 | $2K | Sell |
40
-47
| -54% | -$2.35K | ﹤0.01% | 1335 |
|
|
2020
Q2 | $4K | Buy |
87
+12
| +16% | +$552 | ﹤0.01% | 1486 |
|
|
2020
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 1305 |
|
|
2019
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1211 |
|
|
2019
Q2 | $4K | Buy |
75
+18
| +32% | +$960 | ﹤0.01% | 1237 |
|
|
2019
Q1 | $3K | Buy |
57
+17
| +43% | +$895 | ﹤0.01% | 1265 |
|
|
2018
Q4 | $2K | Sell |
40
-17
| -30% | -$850 | ﹤0.01% | 1248 |
|
|
2018
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 1311 |
|
|
2018
Q2 | $3K | Buy |
57
+40
| +235% | +$2.11K | ﹤0.01% | 1226 |
|
|
2018
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1398 |
|