IWA
IBEX Wealth Advisors’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+840
| New | +$261K | 0.03% | 179 |
|
|
2025
Q1 | – | Sell |
-885
| Closed | -$300K | – | 196 |
|
|
2024
Q4 | $300K | Buy |
+885
| New | +$300K | 0.04% | 175 |
|
|
2024
Q3 | – | Sell |
-1,517
| Closed | -$397K | – | 245 |
|
|
2024
Q2 | $397K | Buy |
+1,517
| New | +$397K | 0.06% | 99 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$216 | – | 147 |
|
|
2023
Q4 | $216 | Buy |
+1
| New | +$216 | 0.05% | 105 |
|