Financial Architects (New Jersey)’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-269
| Closed | -$42K | – | 1300 |
|
|
2019
Q1 | $42K | Sell |
269
-2
| -0.7% | -$312 | 0.01% | 588 |
|
|
2018
Q4 | $39K | Hold |
271
| – | – | 0.01% | 554 |
|
|
2018
Q3 | $50K | Sell |
271
-24
| -8% | -$4.43K | 0.01% | 547 |
|
|
2018
Q2 | $47K | Sell |
295
-3
| -1% | -$478 | 0.01% | 589 |
|
|
2018
Q1 | $44K | Sell |
298
-22
| -7% | -$3.25K | 0.01% | 572 |
|
|
2017
Q4 | $56K | Hold |
320
| – | – | 0.01% | 576 |
|
|
2017
Q3 | $48K | Buy |
320
+37
| +13% | +$5.55K | 0.01% | 628 |
|
|
2017
Q2 | $45K | Sell |
283
-126
| -31% | -$20K | 0.01% | 621 |
|
|
2017
Q1 | $69K | Sell |
409
-14
| -3% | -$2.36K | 0.01% | 518 |
|
|
2016
Q4 | $72K | Buy |
423
+43
| +11% | +$7.32K | 0.02% | 470 |
|
|
2016
Q3 | $57K | Sell |
380
-154
| -29% | -$23.1K | 0.02% | 538 |
|
|
2016
Q2 | $85K | Buy |
534
+194
| +57% | +$30.9K | 0.02% | 406 |
|
|
2016
Q1 | $53K | Buy |
+340
| New | +$53K | 0.02% | 386 |
|
|
2015
Q3 | – | Sell |
-340
| Closed | -$54K | – | 781 |
|
|
2015
Q2 | $54K | Hold |
340
| – | – | 0.02% | 415 |
|
|
2015
Q1 | $50K | Buy |
+340
| New | +$50K | 0.02% | 402 |
|