Dakota Wealth Management’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-753
| Closed | -$217K | – | 777 |
|
|
2023
Q4 | $217K | Sell |
753
-195
| -21% | -$56.3K | 0.01% | 586 |
|
|
2023
Q3 | $242K | Sell |
948
-606
| -39% | -$155K | 0.01% | 535 |
|
|
2023
Q2 | $448K | Buy |
1,554
+720
| +86% | +$207K | 0.02% | 400 |
|
|
2023
Q1 | $206K | Buy |
+834
| New | +$206K | 0.01% | 556 |
|