Independent Advisor Alliance’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 |
-1,422
| Closed | -$411K | – | 732 |
|
|
2023
Q4 | $411K | Hold |
1,422
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $363K | Sell |
1,422
-2
| -0.1% | -$510 | 0.02% | 474 |
|
|
2023
Q2 | $410K | Sell |
1,424
-148
| -9% | -$42.6K | 0.02% | 463 |
|
|
2023
Q1 | $388K | Buy |
+1,572
| New | +$388K | 0.02% | 473 |
|
|
2022
Q4 | – | Sell |
-1,412
| Closed | -$284K | – | 601 |
|
|
2022
Q3 | $284K | Buy |
1,412
+242
| +21% | +$48.7K | 0.02% | 497 |
|
|
2022
Q2 | $230K | Sell |
1,170
-339
| -22% | -$66.6K | 0.01% | 544 |
|
|
2022
Q1 | $310K | Buy |
1,509
+490
| +48% | +$101K | 0.01% | 500 |
|
|
2021
Q4 | $219K | Buy |
+1,019
| New | +$219K | 0.01% | 603 |
|