Creative Planning’s State National Companies, Inc. SNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,216
| Closed | -$17K | – | 4927 |
|
|
2016
Q4 | $17K | Hold |
1,216
| – | – | ﹤0.01% | 3166 |
|
|
2016
Q3 | $14K | Sell |
1,216
-4,484
| -79% | -$51.6K | ﹤0.01% | 3261 |
|
|
2016
Q2 | $60K | Buy |
5,700
+2,603
| +84% | +$27.4K | ﹤0.01% | 2007 |
|
|
2016
Q1 | $39K | Sell |
3,097
-7,119
| -70% | -$89.6K | ﹤0.01% | 2265 |
|
|
2015
Q4 | $100K | Buy |
+10,216
| New | +$100K | ﹤0.01% | 1616 |
|