Brandywine Oak Private Wealth’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,137
| Closed | -$236K | – | 361 |
|
|
2021
Q3 | $236K | Hold |
1,137
| – | – | 0.03% | 301 |
|
|
2021
Q2 | $254K | Buy |
+1,137
| New | +$254K | 0.03% | 278 |
|
|
2021
Q1 | – | Sell |
-1,207
| Closed | -$206K | – | 286 |
|
|
2020
Q4 | $206K | Sell |
1,207
-413
| -25% | -$70.5K | 0.03% | 260 |
|
|
2020
Q3 | $238K | Buy |
+1,620
| New | +$238K | 0.04% | 226 |
|
|
2020
Q2 | – | Sell |
-1,818
| Closed | -$204K | – | 265 |
|
|
2020
Q1 | $204K | Sell |
1,818
-289
| -14% | -$32.4K | 0.04% | 205 |
|
|
2019
Q4 | $357K | Buy |
2,107
+368
| +21% | +$62.4K | 0.07% | 160 |
|
|
2019
Q3 | $272K | Buy |
1,739
+330
| +23% | +$51.6K | 0.05% | 180 |
|
|
2019
Q2 | $233K | Buy |
+1,409
| New | +$233K | 0.05% | 197 |
|