Berman Capital Advisors’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $22K | Buy |
109
+54
| +98% | +$10.9K | ﹤0.01% | 952 |
|
|
2021
Q2 | $12K | Buy |
55
+15
| +38% | +$3.27K | ﹤0.01% | 1092 |
|
|
2021
Q1 | $9K | Hold |
40
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q4 | $6K | Buy |
40
+13
| +48% | +$1.95K | ﹤0.01% | 1101 |
|
|
2020
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q2 | $3K | Sell |
27
-12
| -31% | -$1.33K | ﹤0.01% | 1178 |
|
|
2020
Q1 | $3K | Buy |
39
+12
| +44% | +$923 | ﹤0.01% | 1064 |
|
|
2019
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q3 | $4K | Sell |
27
-39
| -59% | -$5.78K | ﹤0.01% | 1023 |
|
|
2019
Q2 | $10K | Buy |
66
+64
| +3,200% | +$9.7K | ﹤0.01% | 736 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1261 |
|