1WA
180 Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,252
| Closed | -$282K | – | 391 |
|
|
2021
Q2 | $282K | Sell |
1,252
-111
| -8% | -$25K | 0.06% | 289 |
|
|
2021
Q1 | $341K | Buy |
1,363
+15
| +1% | +$3.75K | 0.08% | 222 |
|
|
2020
Q4 | $232K | Sell |
1,348
-28
| -2% | -$4.82K | 0.07% | 274 |
|
|
2020
Q3 | $213K | Sell |
1,376
-136
| -9% | -$21.1K | 0.08% | 244 |
|
|
2020
Q2 | $212K | Buy |
+1,512
| New | +$212K | 0.08% | 234 |
|
|
2020
Q1 | – | Sell |
-2,445
| Closed | -$409K | – | 260 |
|
|
2019
Q4 | $409K | Sell |
2,445
-497
| -17% | -$83.1K | 0.16% | 153 |
|
|
2019
Q3 | $460K | Sell |
2,942
-1,330
| -31% | -$208K | 0.2% | 138 |
|
|
2019
Q2 | $640K | Buy |
4,272
+335
| +9% | +$50.2K | 0.29% | 101 |
|
|
2019
Q1 | $664K | Buy |
+3,937
| New | +$664K | 0.3% | 92 |
|