Yorktown Management & Research Company’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
Q2 | – | Sell |
-7,300
| Closed | -$389K | – | 300 |
|
|
2019
Q1 | $389K | Buy |
7,300
+2,000
| +38% | +$107K | 0.13% | 186 |
|
|
2018
Q4 | $226K | Hold |
5,300
| – | – | 0.07% | 294 |
|
|
2018
Q3 | $283K | Hold |
5,300
| – | – | 0.08% | 305 |
|
|
2018
Q2 | $313K | Hold |
5,300
| – | – | 0.09% | 252 |
|
|
2018
Q1 | $337K | Hold |
5,300
| – | – | 0.1% | 214 |
|
|
2017
Q4 | $325K | Hold |
5,300
| – | – | 0.09% | 247 |
|
|
2017
Q3 | $315K | Hold |
5,300
| – | – | 0.08% | 225 |
|
|
2017
Q2 | $299K | Hold |
5,300
| – | – | 0.1% | 156 |
|
|
2017
Q1 | $271K | Hold |
5,300
| – | – | 0.07% | 212 |
|
|
2016
Q4 | $251K | Buy |
+5,300
| New | +$251K | 0.06% | 249 |
|