Taylor Wealth Management Partners’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5
| Closed | -$1K | – | 169 |
|
|
2016
Q4 | $1K | Sell |
5
-26
| -84% | -$5.2K | ﹤0.01% | 164 |
|
|
2016
Q3 | $5K | Buy |
31
+1
| +3% | +$161 | ﹤0.01% | 137 |
|
|
2016
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 127 |
|
|
2016
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 129 |
|
|
2015
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 123 |
|
|
2015
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 138 |
|
|
2015
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 166 |
|