BSWA
Bromfield Sneider Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $40K | Hold |
135
| – | – | 0.02% | 78 |
|
|
2023
Q4 | $39K | Hold |
135
| – | – | 0.03% | 77 |
|
|
2023
Q3 | $34.4K | Sell |
135
-50
| -27% | -$12.8K | 0.03% | 81 |
|
|
2023
Q2 | $53.3K | Hold |
185
| – | – | 0.04% | 68 |
|
|
2023
Q1 | $45.7K | Hold |
185
| – | – | 0.04% | 67 |
|
|
2022
Q4 | $42.3K | Hold |
185
| – | – | 0.04% | 65 |
|
|
2022
Q3 | $37K | Hold |
185
| – | – | 0.04% | 63 |
|
|
2022
Q2 | $36K | Hold |
185
| – | – | 0.04% | 69 |
|
|
2022
Q1 | $38K | Buy |
+185
| New | +$38K | 0.04% | 76 |
|