Wright Investors Service’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
Q4 | – | Sell |
-5,747
| Closed | -$342K | – | 207 |
|
|
2017
Q3 | $342K | Sell |
5,747
-4,308
| -43% | -$256K | 0.12% | 164 |
|
|
2017
Q2 | $566K | Sell |
10,055
-985
| -9% | -$55.4K | 0.21% | 133 |
|
|
2017
Q1 | $565K | Sell |
11,040
-9,325
| -46% | -$477K | 0.23% | 132 |
|
|
2016
Q4 | $964K | Sell |
20,365
-16,345
| -45% | -$774K | 0.42% | 75 |
|
|
2016
Q3 | $1.81M | Buy |
36,710
+13,130
| +56% | +$648K | 0.76% | 46 |
|
|
2016
Q2 | $1.04M | Buy |
23,580
+9,300
| +65% | +$410K | 0.43% | 77 |
|
|
2016
Q1 | $545K | Buy |
+14,280
| New | +$545K | 0.22% | 145 |
|