Winfield Associates’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-30
| Closed | -$2K | – | 790 |
|
|
2017
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 665 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 570 |
|
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 601 |
|
|
2016
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 582 |
|
|
2016
Q2 | $1K | Buy |
30
+10
| +50% | +$333 | ﹤0.01% | 578 |
|
|
2016
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 548 |
|