Advocacy Wealth Management Services’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-267
| Closed | -$22K | – | 124 |
|
|
2022
Q3 | $22K | Hold |
267
| – | – | ﹤0.01% | 81 |
|
|
2022
Q2 | $28K | Buy |
267
+70
| +36% | +$8.61K | ﹤0.01% | 72 |
|
|
2022
Q1 | $28K | Buy |
197
+69
| +54% | +$11.4K | ﹤0.01% | 79 |
|
|
2021
Q4 | $24K | Hold |
128
| – | – | ﹤0.01% | 86 |
|
|
2021
Q3 | $22K | Buy |
128
+64
| +100% | +$12.5K | ﹤0.01% | 87 |
|
|
2021
Q2 | $13K | Sell |
64
-38
| -37% | -$7.88K | ﹤0.01% | 129 |
|
|
2021
Q1 | $20K | Hold |
102
| – | – | ﹤0.01% | 96 |
|
|
2020
Q4 | $18K | Hold |
102
| – | – | ﹤0.01% | 95 |
|
|
2020
Q3 | $17K | Sell |
102
-88
| -46% | -$13.7K | ﹤0.01% | 91 |
|
|
2020
Q2 | $26K | Hold |
190
| – | – | 0.01% | 73 |
|
|
2020
Q1 | $18K | Buy |
190
+4
| +2% | +$571 | ﹤0.01% | 82 |
|
|
2019
Q4 | $31K | Sell |
186
-5
| -3% | -$774 | 0.01% | 70 |
|
|
2019
Q3 | $28K | Hold |
191
| – | – | 0.02% | 74 |
|
|
2019
Q2 | $28K | Buy |
191
+42
| +28% | +$5.92K | 0.02% | 75 |
|
|
2019
Q1 | $21K | Sell |
149
-52
| -26% | -$6.78K | 0.02% | 81 |
|
|
2018
Q4 | $24K | Buy |
201
+49
| +32% | +$6.12K | 0.02% | 75 |
|
|
2018
Q3 | $22K | Hold |
152
| – | – | 0.01% | 85 |
|
|
2018
Q2 | $20K | Buy |
152
+20
| +15% | +$2.88K | 0.01% | 88 |
|
|
2018
Q1 | $20K | Hold |
132
| – | – | 0.01% | 90 |
|
|
2017
Q4 | $22K | Sell |
132
-52
| -28% | -$8.51K | 0.02% | 102 |
|
|
2017
Q3 | $27K | Buy |
184
+52
| +39% | +$7.48K | 0.01% | 108 |
|
|
2017
Q2 | $2K | Buy |
132
+80
| +154% | +$11K | ﹤0.01% | 266 |
|
|
2017
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 242 |
|
|
2016
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 243 |
|
|
2016
Q3 | $6K | Sell |
52
-200
| -79% | -$24.1K | ﹤0.01% | 312 |
|
|
2016
Q2 | $28K | Sell |
252
-142
| -36% | -$15.8K | 0.01% | 195 |
|
|
2016
Q1 | $41K | Buy |
+394
| New | +$38.2K | 0.03% | 200 |
|
Other funds holding SWK
AWA