PWAG
Polaris Wealth Advisory Group’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-36,930
| Closed | -$8.7M | – | 203 |
|
|
2021
Q1 | $8.7M | Buy |
36,930
+2,261
| +7% | +$533K | 0.56% | 58 |
|
|
2020
Q4 | $5.99M | Sell |
34,669
-285
| -0.8% | -$49.3K | 0.45% | 70 |
|
|
2020
Q3 | $5.3M | Buy |
+34,954
| New | +$5.3M | 0.5% | 50 |
|
|
2019
Q2 | – | Sell |
-114,408
| Closed | -$18.2M | – | 172 |
|
|
2019
Q1 | $18.2M | Buy |
+114,408
| New | +$18.2M | 1.37% | 38 |
|
|
2018
Q4 | – | Sell |
-71
| Closed | -$13K | – | 404 |
|
|
2018
Q3 | $13K | Buy |
+71
| New | +$13K | ﹤0.01% | 377 |
|
|
2018
Q2 | – | Sell |
-71
| Closed | -$10K | – | 401 |
|
|
2018
Q1 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 363 |
|