Center for Financial Planning’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-210
| Closed | -$42K | – | 647 |
|
|
2022
Q3 | $42K | Hold |
210
| – | – | 0.01% | 225 |
|
|
2022
Q2 | $41K | Hold |
210
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $43K | Hold |
210
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $45K | Hold |
210
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $44K | Hold |
210
| – | – | 0.01% | 234 |
|
|
2021
Q2 | $47K | Hold |
210
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $48K | Hold |
210
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $36K | Hold |
210
| – | – | 0.01% | 232 |
|
|
2020
Q3 | $31K | Hold |
210
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $29K | Sell |
210
-56
| -21% | -$7.73K | 0.01% | 223 |
|
|
2020
Q1 | $29K | Buy |
266
+56
| +27% | +$6.11K | 0.01% | 222 |
|
|
2019
Q4 | $36K | Buy |
+210
| New | +$36K | 0.01% | 214 |
|