Abundance Wealth Counselors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,160
| Closed | -$789K | – | 145 |
|
|
2024
Q3 | $789K | Buy |
+7,160
| New | +$789K | 0.16% | 98 |
|
|
2024
Q2 | – | Sell |
-6,335
| Closed | -$620K | – | 137 |
|
|
2024
Q1 | $620K | Buy |
6,335
+591
| +10% | +$57.8K | 0.14% | 96 |
|
|
2023
Q4 | $563K | Buy |
5,744
+538
| +10% | +$52.7K | 0.15% | 97 |
|
|
2023
Q3 | $435K | Buy |
+5,206
| New | +$435K | 0.12% | 99 |
|
|
2021
Q2 | – | Sell |
-3,308
| Closed | -$661K | – | 306 |
|
|
2021
Q1 | $661K | Buy |
3,308
+136
| +4% | +$27.2K | 0.16% | 64 |
|
|
2020
Q4 | $566K | Buy |
3,172
+52
| +2% | +$9.28K | 0.14% | 67 |
|
|
2020
Q3 | $506K | Sell |
3,120
-1,562
| -33% | -$253K | 0.15% | 63 |
|
|
2020
Q2 | $653K | Buy |
+4,682
| New | +$653K | 0.2% | 40 |
|