AE Wealth Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,506
| Closed | -$337K | – | 1855 |
|
|
2023
Q4 | $337K | Buy |
7,506
+18
| +0.2% | +$808 | ﹤0.01% | 1646 |
|
|
2023
Q3 | $323K | Hold |
7,488
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q2 | $276K | Hold |
7,488
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q1 | $345K | Sell |
7,488
-18
| -0.2% | -$828 | ﹤0.01% | 1482 |
|
|
2022
Q4 | $318K | Hold |
7,506
| – | – | ﹤0.01% | 1476 |
|
|
2022
Q3 | $277K | Hold |
7,506
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q2 | $260K | Hold |
7,506
| – | – | ﹤0.01% | 1496 |
|
|
2022
Q1 | $248K | Hold |
7,506
| – | – | ﹤0.01% | 1498 |
|
|
2021
Q4 | $204K | Buy |
+7,506
| New | +$204K | ﹤0.01% | 1600 |
|