YorkBridge Wealth Partners’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9
| Closed | -$1K | – | 564 |
|
|
2019
Q2 | $1K | Sell |
9
-8
| -47% | -$889 | ﹤0.01% | 734 |
|
|
2019
Q1 | $3K | Sell |
17
-20
| -54% | -$3.53K | ﹤0.01% | 682 |
|
|
2018
Q4 | $5K | Sell |
37
-745
| -95% | -$101K | ﹤0.01% | 640 |
|
|
2018
Q3 | $144K | Sell |
782
-11
| -1% | -$2.03K | 0.07% | 221 |
|
|
2018
Q2 | $127K | Buy |
793
+52
| +7% | +$8.33K | 0.06% | 251 |
|
|
2018
Q1 | $108K | Buy |
741
+60
| +9% | +$8.75K | 0.05% | 283 |
|
|
2017
Q4 | $112K | Buy |
681
+45
| +7% | +$7.4K | 0.05% | 269 |
|
|
2017
Q3 | $95K | Buy |
636
+50
| +9% | +$7.47K | 0.05% | 292 |
|
|
2017
Q2 | $93K | Buy |
586
+43
| +8% | +$6.82K | 0.05% | 287 |
|
|
2017
Q1 | $92K | Buy |
543
+108
| +25% | +$18.3K | 0.05% | 283 |
|
|
2016
Q4 | $74K | Buy |
+435
| New | +$74K | 0.04% | 293 |
|