Marcum Wealth’s Snap SNAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,230
| Closed | -$175K | – | 407 |
|
2024
Q1 | $175K | Buy |
+15,230
| New | +$175K | 0.02% | 352 |
|
2022
Q2 | – | Sell |
-7,014
| Closed | -$252K | – | 417 |
|
2022
Q1 | $252K | Buy |
7,014
+950
| +16% | +$34.1K | 0.03% | 278 |
|
2021
Q4 | $285K | Buy |
6,064
+307
| +5% | +$14.4K | 0.04% | 263 |
|
2021
Q3 | $425K | Buy |
5,757
+90
| +2% | +$6.64K | 0.07% | 178 |
|
2021
Q2 | $386K | Hold |
5,667
| – | – | 0.06% | 183 |
|
2021
Q1 | $296K | Buy |
5,667
+1,392
| +33% | +$72.7K | 0.05% | 223 |
|
2020
Q4 | $214K | Buy |
+4,275
| New | +$214K | 0.05% | 133 |
|