Concord Wealth Partners’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50
| Closed | -$11.4K | – | 1201 |
|
|
2022
Q4 | $11.4K | Buy |
+50
| New | +$11.4K | ﹤0.01% | 618 |
|
|
2022
Q3 | – | Sell |
-169
| Closed | -$33K | – | 986 |
|
|
2022
Q2 | $33K | Buy |
169
+26
| +18% | +$5.08K | 0.01% | 441 |
|
|
2022
Q1 | $29K | Hold |
143
| – | – | 0.01% | 555 |
|
|
2021
Q4 | $31K | Buy |
+143
| New | +$31K | 0.01% | 553 |
|
|
2021
Q3 | – | Sell |
-122
| Closed | -$27K | – | 1016 |
|
|
2021
Q2 | $27K | Buy |
122
+7
| +6% | +$1.55K | 0.01% | 445 |
|
|
2021
Q1 | $27K | Buy |
+115
| New | +$27K | 0.01% | 429 |
|