AmeriServ Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,100
| Closed | -$116K | – | 133 |
|
|
2015
Q2 | $116K | Buy |
+1,100
| New | +$116K | 0.13% | 89 |
|
|
2015
Q1 | – | Sell |
-3,100
| Closed | -$298K | – | 118 |
|
|
2014
Q4 | $298K | Hold |
3,100
| – | – | 0.29% | 89 |
|
|
2014
Q3 | $275K | Hold |
3,100
| – | – | 0.48% | 82 |
|
|
2014
Q2 | $272K | Sell |
3,100
-1,062
| -26% | -$93.2K | 0.29% | 92 |
|
|
2014
Q1 | $338K | Sell |
4,162
-5,500
| -57% | -$447K | 0.34% | 82 |
|
|
2013
Q4 | $780K | Buy |
9,662
+1
| +0% | +$81 | 0.47% | 63 |
|
|
2013
Q3 | $875K | Buy |
9,661
+2
| +0% | +$181 | 0.56% | 56 |
|
|
2013
Q2 | $747K | Buy |
+9,659
| New | +$747K | 0.48% | 60 |
|