Holistic Financial Partners’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,628
| Closed | -$249K | – | 125 |
|
|
2023
Q3 | $249K | Sell |
1,628
-5
| -0.3% | -$764 | 0.17% | 81 |
|
|
2023
Q2 | $287K | Buy |
1,633
+15
| +0.9% | +$2.64K | 0.2% | 70 |
|
|
2023
Q1 | $250K | Buy |
1,618
+128
| +9% | +$19.7K | 0.2% | 82 |
|
|
2022
Q4 | $214K | Buy |
1,490
+1
| +0.1% | +$144 | 0.19% | 85 |
|
|
2022
Q3 | $253K | Buy |
+1,489
| New | +$253K | 0.25% | 68 |
|
|
2022
Q2 | – | Sell |
-1,004
| Closed | -$230K | – | 113 |
|
|
2022
Q1 | $230K | Buy |
1,004
+334
| +50% | +$76.5K | 0.15% | 91 |
|
|
2021
Q4 | $227K | Buy |
+670
| New | +$227K | 0.13% | 101 |
|