WR Wealth Planners’s Snowflake SNOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.48K | Buy |
29
+7
| +32% | +$1.08K | ﹤0.01% | 721 |
|
|
2024
Q3 | $2.53K | Sell |
22
-466
| -95% | -$53.5K | ﹤0.01% | 857 |
|
|
2024
Q2 | $65.9K | Buy |
488
+11
| +2% | +$1.49K | 0.02% | 298 |
|
|
2024
Q1 | $77.1K | Buy |
+477
| New | +$77.1K | 0.02% | 284 |
|
|
2023
Q4 | – | Sell |
-592
| Closed | -$90.4K | – | 753 |
|
|
2023
Q3 | $90.4K | Hold |
592
| – | – | 0.03% | 255 |
|
|
2023
Q2 | $104K | Hold |
592
| – | – | 0.04% | 235 |
|
|
2023
Q1 | $91.3K | Buy |
592
+20
| +3% | +$3.09K | 0.04% | 245 |
|
|
2022
Q4 | $82.1K | Buy |
+572
| New | +$82.1K | 0.05% | 144 |
|