Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,287
| Closed | -$213K | – | 197 |
|
|
2019
Q2 | $213K | Hold |
1,287
| – | – | 0.03% | 179 |
|
|
2019
Q1 | $201K | Buy |
+1,287
| New | +$201K | 0.03% | 168 |
|
|
2018
Q4 | – | Sell |
-1,284
| Closed | -$236K | – | 182 |
|
|
2018
Q3 | $236K | Sell |
1,284
-25,347
| -95% | -$4.66M | 0.04% | 171 |
|
|
2018
Q2 | $4.28M | Buy |
26,631
+437
| +2% | +$70.2K | 0.73% | 50 |
|
|
2018
Q1 | $3.87M | Buy |
26,194
+50
| +0.2% | +$7.38K | 0.69% | 57 |
|
|
2017
Q4 | $4.56M | Buy |
26,144
+1,262
| +5% | +$220K | 0.82% | 43 |
|
|
2017
Q3 | $3.71M | Buy |
24,882
+828
| +3% | +$123K | 0.71% | 57 |
|
|
2017
Q2 | $3.8M | Buy |
+24,054
| New | +$3.8M | 0.76% | 50 |
|