Independent Solutions Wealth Management’s Smith & Nephew SNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,244
| Closed | -$231K | – | 244 |
|
2022
Q1 | $231K | Sell |
7,244
-500
| -6% | -$16K | 0.05% | 198 |
|
2021
Q4 | $268K | Sell |
7,744
-18,735
| -71% | -$649K | 0.06% | 189 |
|
2021
Q3 | $909K | Sell |
26,479
-437
| -2% | -$15K | 0.23% | 93 |
|
2021
Q2 | $1.17M | Sell |
26,916
-374
| -1% | -$16.2K | 0.28% | 87 |
|
2021
Q1 | $1.03M | Buy |
27,290
+1,421
| +5% | +$53.9K | 0.28% | 80 |
|
2020
Q4 | $1.09M | Buy |
25,869
+4,390
| +20% | +$185K | 0.34% | 65 |
|
2020
Q3 | $840K | Buy |
21,479
+9,383
| +78% | +$367K | 0.32% | 61 |
|
2020
Q2 | $461K | Buy |
+12,096
| New | +$461K | 0.2% | 94 |
|