Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,072
| Closed | -$286K | – | 554 |
|
|
2019
Q2 | $286K | Sell |
6,072
-135
| -2% | -$6.36K | 0.03% | 481 |
|
|
2019
Q1 | $331K | Buy |
+6,207
| New | +$331K | 0.03% | 450 |
|
|
2018
Q2 | – | Sell |
-3,317
| Closed | -$211K | – | 639 |
|
|
2018
Q1 | $211K | Hold |
3,317
| – | – | 0.02% | 558 |
|
|
2017
Q4 | $203K | Buy |
+3,317
| New | +$203K | 0.02% | 508 |
|