Stonebridge Financial Planning Group’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-262
| Closed | -$54K | – | 327 |
|
|
2021
Q4 | $54K | Sell |
262
-13
| -5% | -$2.68K | 0.03% | 212 |
|
|
2021
Q3 | $58K | Hold |
275
| – | – | 0.03% | 203 |
|
|
2021
Q2 | $62K | Hold |
275
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $65K | Sell |
275
-50
| -15% | -$11.8K | 0.04% | 187 |
|
|
2020
Q4 | $56K | Sell |
325
-100
| -24% | -$17.2K | 0.04% | 187 |
|
|
2020
Q3 | $68K | Hold |
425
| – | – | 0.05% | 156 |
|
|
2020
Q2 | $58K | Sell |
425
-25
| -6% | -$3.41K | 0.05% | 165 |
|
|
2020
Q1 | $52K | Hold |
450
| – | – | 0.05% | 165 |
|
|
2019
Q4 | $76K | Buy |
+450
| New | +$76K | 0.07% | 145 |
|