MWPCG
Measured Wealth Private Client Group’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-930
| Closed | -$243K | – | 203 |
|
|
2024
Q2 | $243K | Hold |
930
| – | – | 0.09% | 162 |
|
|
2024
Q1 | $275K | Hold |
930
| – | – | 0.1% | 155 |
|
|
2023
Q4 | $269K | Hold |
930
| – | – | 0.1% | 149 |
|
|
2023
Q3 | $237K | Hold |
930
| – | – | 0.1% | 150 |
|
|
2023
Q2 | $268K | Hold |
930
| – | – | 0.1% | 150 |
|
|
2023
Q1 | $230K | Hold |
930
| – | – | 0.09% | 160 |
|
|
2022
Q4 | $212K | Buy |
+930
| New | +$212K | 0.09% | 157 |
|
|
2022
Q2 | – | Sell |
-1,062
| Closed | -$218K | – | 201 |
|
|
2022
Q1 | $218K | Sell |
1,062
-378
| -26% | -$77.6K | 0.08% | 159 |
|
|
2021
Q4 | $310K | Sell |
1,440
-479
| -25% | -$103K | 0.11% | 115 |
|
|
2021
Q3 | $401K | Sell |
1,919
-256
| -12% | -$53.5K | 0.15% | 87 |
|
|
2021
Q2 | $486K | Buy |
2,175
+380
| +21% | +$84.9K | 0.15% | 82 |
|
|
2021
Q1 | $414K | Buy |
+1,795
| New | +$414K | 0.15% | 78 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | -$2K | – | 606 |
|
|
2018
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 782 |
|