BFA
BMS Financial Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $588K | Sell |
2,041
-838
| -29% | -$242K | 0.38% | 43 |
|
|
2023
Q1 | $711K | Sell |
2,879
-140
| -5% | -$34.6K | 0.49% | 38 |
|
|
2022
Q4 | $690K | Sell |
3,019
-24
| -0.8% | -$5.48K | 0.46% | 38 |
|
|
2022
Q3 | $613K | Sell |
3,043
-94
| -3% | -$18.9K | 0.43% | 43 |
|
|
2022
Q2 | $618K | Buy |
3,137
+157
| +5% | +$30.9K | 0.4% | 39 |
|
|
2022
Q1 | $612K | Buy |
2,980
+238
| +9% | +$48.9K | 0.39% | 51 |
|
|
2021
Q4 | $591K | Buy |
+2,742
| New | +$591K | 0.38% | 54 |
|