Lenox Wealth Management’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-792
| Closed | -$134K | – | 766 |
|
|
2019
Q4 | $134K | Sell |
792
-3,421
| -81% | -$579K | 0.04% | 189 |
|
|
2019
Q3 | $659K | Buy |
4,213
+115
| +3% | +$18K | 0.19% | 81 |
|
|
2019
Q2 | $678K | Sell |
4,098
-35
| -0.8% | -$5.79K | 0.2% | 79 |
|
|
2019
Q1 | $647K | Buy |
4,133
+26
| +0.6% | +$4.07K | 0.2% | 84 |
|
|
2018
Q4 | $597K | Buy |
4,107
+8
| +0.2% | +$1.16K | 0.2% | 79 |
|
|
2018
Q3 | $753K | Buy |
4,099
+23
| +0.6% | +$4.23K | 0.22% | 84 |
|
|
2018
Q2 | $655K | Sell |
4,076
-18
| -0.4% | -$2.89K | 0.21% | 90 |
|
|
2018
Q1 | $604K | Sell |
4,094
-1,970
| -32% | -$291K | 0.19% | 93 |
|
|
2017
Q4 | $1.06M | Buy |
6,064
+84
| +1% | +$14.6K | 0.32% | 63 |
|
|
2017
Q3 | $891K | Buy |
5,980
+5,834
| +3,996% | +$869K | 0.31% | 59 |
|
|
2017
Q2 | $23K | Buy |
+146
| New | +$23K | 0.01% | 292 |
|