TW
Transform Wealth’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,761
| Closed | -$347K | – | 205 |
|
|
2022
Q2 | $347K | Sell |
1,761
-93
| -5% | -$18.3K | 0.05% | 152 |
|
|
2022
Q1 | $381K | Buy |
1,854
+80
| +5% | +$16.4K | 0.04% | 178 |
|
|
2021
Q4 | $382K | Sell |
1,774
-206
| -10% | -$44.4K | 0.04% | 175 |
|
|
2021
Q3 | $414K | Sell |
1,980
-166
| -8% | -$34.7K | 0.05% | 175 |
|
|
2021
Q2 | $480K | Buy |
2,146
+10
| +0.5% | +$2.24K | 0.06% | 172 |
|
|
2021
Q1 | $493K | Buy |
2,136
+391
| +22% | +$90.2K | 0.1% | 156 |
|
|
2020
Q4 | $299K | Sell |
1,745
-2
| -0.1% | -$343 | 0.06% | 178 |
|
|
2020
Q3 | $257K | Sell |
1,747
-23
| -1% | -$3.38K | 0.04% | 191 |
|
|
2020
Q2 | $245K | Buy |
+1,770
| New | +$245K | 0.04% | 199 |
|