Wealthfront’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,162
| Closed | -$203K | – | 518 |
|
2017
Q4 | $203K | Buy |
+1,162
| New | +$203K | ﹤0.01% | 497 |
|
2017
Q2 | – | Sell |
-1,472
| Closed | -$248K | – | 472 |
|
2017
Q1 | $248K | Buy |
1,472
+30
| +2% | +$5.05K | ﹤0.01% | 374 |
|
2016
Q4 | $247K | Buy |
1,442
+107
| +8% | +$18.3K | 0.01% | 333 |
|
2016
Q3 | $203K | Buy |
1,335
+19
| +1% | +$2.89K | ﹤0.01% | 364 |
|
2016
Q2 | $208K | Buy |
1,316
+27
| +2% | +$4.27K | 0.01% | 336 |
|
2016
Q1 | $202K | Sell |
1,289
-297
| -19% | -$46.5K | 0.01% | 321 |
|
2015
Q4 | $272K | Buy |
1,586
+246
| +18% | +$42.2K | 0.01% | 238 |
|
2015
Q3 | $202K | Buy |
1,340
+1
| +0.1% | +$151 | 0.01% | 277 |
|
2015
Q2 | $213K | Buy |
1,339
+126
| +10% | +$20K | 0.01% | 254 |
|
2015
Q1 | $178K | Buy |
1,213
+42
| +4% | +$6.16K | 0.01% | 271 |
|
2014
Q4 | $160K | Buy |
1,171
+407
| +53% | +$55.6K | 0.01% | 267 |
|
2014
Q3 | $93K | Buy |
764
+229
| +43% | +$27.9K | 0.01% | 295 |
|
2014
Q2 | $64K | Buy |
535
+22
| +4% | +$2.63K | 0.01% | 320 |
|
2014
Q1 | $58K | Buy |
+513
| New | +$58K | 0.01% | 229 |
|