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