Wealthcare Advisory Partners’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-110
| Closed | -$25K | – | 1665 |
|
2021
Q1 | $25K | Buy |
+110
| New | +$25K | ﹤0.01% | 1125 |
|
2020
Q2 | – | Sell |
-98
| Closed | -$11K | – | 1187 |
|
2020
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 905 |
|
2019
Q4 | $17K | Hold |
98
| – | – | ﹤0.01% | 815 |
|
2019
Q3 | $15K | Hold |
98
| – | – | ﹤0.01% | 831 |
|
2019
Q2 | $16K | Hold |
98
| – | – | ﹤0.01% | 785 |
|
2019
Q1 | $15K | Hold |
98
| – | – | ﹤0.01% | 732 |
|
2018
Q4 | $14K | Hold |
98
| – | – | ﹤0.01% | 713 |
|
2018
Q3 | $18K | Hold |
98
| – | – | ﹤0.01% | 712 |
|
2018
Q2 | $16K | Sell |
98
-2
| -2% | -$327 | ﹤0.01% | 727 |
|
2018
Q1 | $15K | Sell |
100
-50
| -33% | -$7.5K | ﹤0.01% | 650 |
|
2017
Q4 | $26K | Sell |
150
-50
| -25% | -$8.67K | 0.01% | 489 |
|
2017
Q3 | $30K | Buy |
+200
| New | +$30K | 0.01% | 372 |
|