SWS
SYSTM Wealth Solutions’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,784
| Closed | -$1.77M | – | 541 |
|
|
2024
Q2 | $1.77M | Sell |
6,784
-891
| -12% | -$233K | 0.4% | 81 |
|
|
2024
Q1 | $2.27M | Buy |
7,675
+1,482
| +24% | +$439K | 0.29% | 101 |
|
|
2023
Q4 | $1.79M | Buy |
6,193
+225
| +4% | +$65K | 0.25% | 116 |
|
|
2023
Q3 | $1.52M | Buy |
5,968
+1,430
| +32% | +$365K | 0.23% | 118 |
|
|
2023
Q2 | $1.31M | Buy |
4,538
+1,888
| +71% | +$544K | 0.18% | 161 |
|
|
2023
Q1 | $654K | Sell |
2,650
-1,641
| -38% | -$405K | 0.1% | 249 |
|
|
2022
Q4 | $980K | Buy |
+4,291
| New | +$980K | 0.12% | 214 |
|