KJWM
Kiley Juergens Wealth Management’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,811
| Closed | -$213K | – | 74 |
|
|
2024
Q2 | $213K | Buy |
+12,811
| New | +$213K | 0.06% | 71 |
|
|
2024
Q1 | – | Sell |
-15,561
| Closed | -$263K | – | 68 |
|
|
2023
Q4 | $263K | Buy |
+15,561
| New | +$263K | 0.09% | 65 |
|
|
2022
Q4 | – | Sell |
-21,661
| Closed | -$212K | – | 73 |
|
|
2022
Q3 | $212K | Buy |
21,661
+100
| +0.5% | +$979 | 0.1% | 68 |
|
|
2022
Q2 | $283K | Sell |
21,561
-13,665
| -39% | -$179K | 0.13% | 70 |
|
|
2022
Q1 | $1.27M | Buy |
35,226
+15,418
| +78% | +$555K | 0.61% | 30 |
|
|
2021
Q4 | $932K | Buy |
19,808
+3,459
| +21% | +$163K | 0.35% | 49 |
|
|
2021
Q3 | $1.21M | Sell |
16,349
-1,100
| -6% | -$81.2K | 0.53% | 36 |
|
|
2021
Q2 | $1.19M | Sell |
17,449
-255
| -1% | -$17.4K | 0.54% | 36 |
|
|
2021
Q1 | $925K | Sell |
17,704
-198
| -1% | -$10.3K | 0.48% | 39 |
|
|
2020
Q4 | $896K | Sell |
17,902
-2,070
| -10% | -$104K | 0.53% | 33 |
|
|
2020
Q3 | $521K | Buy |
19,972
+5,470
| +38% | +$143K | 0.38% | 38 |
|
|
2020
Q2 | $340K | Buy |
+14,502
| New | +$340K | 0.28% | 43 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | – | – | 542 |
|
|
2018
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 743 |
|
|
2018
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 680 |
|
|
2018
Q1 | – | Sell |
-22
| Closed | – | – | 514 |
|
|
2017
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 697 |
|