WealthPLAN Partners’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-350
| Closed | -$101K | – | 1032 |
|
|
2023
Q2 | $101K | Hold |
350
| – | – | 0.01% | 399 |
|
|
2023
Q1 | $86.4K | Buy |
+350
| New | +$86.4K | 0.01% | 459 |
|
|
2016
Q3 | $51.1K | Sell |
340
-469
| -58% | -$70.6K | 0.02% | 330 |
|
|
2016
Q2 | $53.7K | Buy |
+809
| New | +$53.7K | 0.01% | 877 |
|
|
2015
Q4 | $99.9K | Buy |
+2,065
| New | +$99.9K | 0.02% | 419 |
|
|
2015
Q2 | $91K | Sell |
569
-437
| -43% | -$69.9K | 0.04% | 133 |
|
|
2015
Q1 | $150K | Buy |
+1,006
| New | +$150K | 0.07% | 135 |
|