Wealthspire Advisors (Maryland)’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $202K | Buy |
+1,371
| New | +$202K | 0.01% | 453 |
|
|
2019
Q2 | – | Sell |
-343
| Closed | -$54K | – | 1806 |
|
|
2019
Q1 | $54K | Sell |
343
-18
| -5% | -$2.83K | ﹤0.01% | 868 |
|
|
2018
Q4 | $52K | Sell |
361
-271
| -43% | -$39K | ﹤0.01% | 842 |
|
|
2018
Q3 | $116K | Buy |
632
+9
| +1% | +$1.65K | 0.01% | 623 |
|
|
2018
Q2 | $100K | Sell |
623
-1,051
| -63% | -$169K | 0.01% | 708 |
|
|
2018
Q1 | $247K | Sell |
1,674
-642
| -28% | -$94.7K | 0.02% | 409 |
|
|
2017
Q4 | $404K | Sell |
2,316
-125
| -5% | -$21.8K | 0.04% | 303 |
|
|
2017
Q3 | $364K | Sell |
2,441
-155
| -6% | -$23.1K | 0.04% | 316 |
|
|
2017
Q2 | $410K | Sell |
2,596
-49
| -2% | -$7.74K | 0.05% | 268 |
|
|
2017
Q1 | $446K | Sell |
2,645
-30
| -1% | -$5.06K | 0.06% | 206 |
|
|
2016
Q4 | $458K | Sell |
2,675
-181
| -6% | -$31K | 0.07% | 187 |
|
|
2016
Q3 | $434K | Buy |
2,856
+9
| +0.3% | +$1.37K | 0.07% | 194 |
|
|
2016
Q2 | $449K | Buy |
2,847
+129
| +5% | +$20.3K | 0.07% | 180 |
|
|
2016
Q1 | $427K | Buy |
2,718
+1,334
| +96% | +$210K | 0.08% | 181 |
|
|
2015
Q4 | $237K | Buy |
+1,384
| New | +$237K | 0.04% | 320 |
|