Appleton Partners’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,270
| Closed | -$240K | – | 319 |
|
|
2021
Q4 | $240K | Sell |
1,270
-75
| -6% | -$14.2K | 0.02% | 289 |
|
|
2021
Q3 | $236K | Hold |
1,345
| – | – | 0.02% | 272 |
|
|
2021
Q2 | $276K | Sell |
1,345
-70
| -5% | -$14.4K | 0.02% | 258 |
|
|
2021
Q1 | $283K | Hold |
1,415
| – | – | 0.03% | 246 |
|
|
2020
Q4 | $253K | Hold |
1,415
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $230K | Buy |
+1,415
| New | +$230K | 0.03% | 250 |
|
|
2020
Q1 | – | Sell |
-1,835
| Closed | -$304K | – | 288 |
|
|
2019
Q4 | $304K | Sell |
1,835
-200
| -10% | -$33.1K | 0.03% | 241 |
|
|
2019
Q3 | $294K | Hold |
2,035
| – | – | 0.04% | 238 |
|
|
2019
Q2 | $294K | Hold |
2,035
| – | – | 0.04% | 237 |
|
|
2019
Q1 | $277K | Buy |
+2,035
| New | +$277K | 0.04% | 231 |
|
|
2014
Q1 | – | Sell |
-3,590
| Closed | -$290K | – | 176 |
|
|
2013
Q4 | $290K | Sell |
3,590
-300
| -8% | -$24.2K | 0.07% | 138 |
|
|
2013
Q3 | $352K | Buy |
3,890
+350
| +10% | +$31.7K | 0.09% | 117 |
|
|
2013
Q2 | $274K | Buy |
+3,540
| New | +$274K | 0.08% | 124 |
|