WealthSource Partners’s Snap-on SNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,770
| Closed | -$245K | – | 378 |
|
|
2020
Q2 | $245K | Sell |
1,770
-75
| -4% | -$10.4K | 0.04% | 279 |
|
|
2020
Q1 | $201K | Sell |
1,845
-191
| -9% | -$20.8K | 0.03% | 308 |
|
|
2019
Q4 | $345K | Buy |
+2,036
| New | +$345K | 0.05% | 287 |
|
|
2017
Q2 | – | Sell |
-1,189
| Closed | -$201K | – | 315 |
|
|
2017
Q1 | $201K | Sell |
1,189
-31
| -3% | -$5.24K | 0.07% | 266 |
|
|
2016
Q4 | $209K | Sell |
1,220
-528
| -30% | -$90.5K | 0.09% | 220 |
|
|
2016
Q3 | $266K | Hold |
1,748
| – | – | 0.1% | 196 |
|
|
2016
Q2 | $276K | Buy |
1,748
+81
| +5% | +$12.8K | 0.1% | 186 |
|
|
2016
Q1 | $262K | Buy |
+1,667
| New | +$262K | 0.11% | 178 |
|