SWM
SVA Wealth Management’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,649
| Closed | -$1.98M | – | 217 |
|
|
2019
Q1 | $1.98M | Sell |
12,649
-183
| -1% | -$28.6K | 0.19% | 95 |
|
|
2018
Q4 | $1.86M | Sell |
12,832
-875
| -6% | -$127K | 0.21% | 92 |
|
|
2018
Q3 | $2.52M | Sell |
13,707
-600
| -4% | -$110K | 0.26% | 81 |
|
|
2018
Q2 | $2.3M | Buy |
+14,307
| New | +$2.3M | 0.25% | 85 |
|
|
2018
Q1 | – | Sell |
-18,108
| Closed | -$3.16M | – | 211 |
|
|
2017
Q4 | $3.16M | Buy |
+18,108
| New | +$3.16M | 0.37% | 73 |
|