SWM
Sugarloaf Wealth Management’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.39K | Hold |
500
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $5.35K | Sell |
500
-25
| -5% | -$268 | ﹤0.01% | 559 |
|
|
2024
Q2 | $8.72K | Hold |
525
| – | – | ﹤0.01% | 493 |
|
|
2024
Q1 | $6.03K | Hold |
525
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $8.89K | Hold |
525
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $4.68K | Hold |
525
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $6.22K | Sell |
525
-4
| -0.8% | -$47 | ﹤0.01% | 530 |
|
|
2023
Q1 | $5.93K | Hold |
529
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $4.74K | Hold |
529
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $6K | Hold |
529
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $7K | Hold |
529
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $19K | Hold |
529
| – | – | ﹤0.01% | 408 |
|
|
2021
Q4 | $25K | Hold |
529
| – | – | 0.01% | 393 |
|
|
2021
Q3 | $39K | Hold |
529
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $36K | Hold |
529
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $28 | Hold |
529
| – | – | 0.01% | 353 |
|
|
2020
Q4 | $26K | Buy |
529
+4
| +0.8% | +$197 | 0.01% | 343 |
|
|
2020
Q3 | $14K | Sell |
525
-499
| -49% | -$13.3K | 0.01% | 417 |
|
|
2020
Q2 | $24K | Hold |
1,024
| – | – | 0.01% | 327 |
|
|
2020
Q1 | $12K | Buy |
1,024
+299
| +41% | +$3.5K | 0.01% | 412 |
|
|
2019
Q4 | $12K | Buy |
+725
| New | +$12K | 0.01% | 449 |
|