Loring Wolcott & Coolidge Fiduciary Advisors’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19
| Closed | -$4K | – | 912 |
|
|
2021
Q2 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 772 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$161K | – | 675 |
|
|
2018
Q2 | $161K | Hold |
1,000
| – | – | ﹤0.01% | 291 |
|
|
2018
Q1 | $148K | Hold |
1,000
| – | – | ﹤0.01% | 309 |
|
|
2017
Q4 | $174K | Sell |
1,000
-2
| -0.2% | -$348 | ﹤0.01% | 301 |
|
|
2017
Q3 | $149K | Buy |
1,002
+2
| +0.2% | +$297 | ﹤0.01% | 311 |
|
|
2017
Q2 | $154K | Hold |
1,000
| – | – | ﹤0.01% | 301 |
|
|
2017
Q1 | $169K | Buy |
+1,000
| New | +$169K | ﹤0.01% | 287 |
|