EWM
Edge Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,750
| Closed | -$411K | – | 701 |
|
|
2020
Q1 | $411K | Buy |
+3,750
| New | +$411K | 0.09% | 102 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 617 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 611 |
|
|
2018
Q4 | – | Sell |
-160
| Closed | -$29K | – | 605 |
|
|
2018
Q3 | $29K | Hold |
160
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $26K | Buy |
+160
| New | +$26K | 0.01% | 324 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$74K | – | 563 |
|
|
2017
Q3 | $74K | Buy |
+500
| New | +$74K | 0.02% | 188 |
|