Arete 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,560
| Closed | -$287K | – | 748 |
|
|
2023
Q1 | $287K | Sell |
3,560
-381
| -10% | -$30.7K | 0.02% | 484 |
|
|
2022
Q4 | $296M | Buy |
3,941
+39
| +1% | +$2.93M | 0.03% | 458 |
|
|
2022
Q3 | $293K | Sell |
3,902
-7,702
| -66% | -$578K | 0.03% | 407 |
|
|
2022
Q2 | $890K | Buy |
11,604
+8,166
| +238% | +$626K | 0.09% | 170 |
|
|
2022
Q1 | $481K | Sell |
3,438
-162
| -5% | -$22.7K | 0.04% | 290 |
|
|
2021
Q4 | $672K | Buy |
3,600
+65
| +2% | +$12.1K | 0.06% | 238 |
|
|
2021
Q3 | $620K | Buy |
3,535
+10
| +0.3% | +$1.75K | 0.07% | 223 |
|
|
2021
Q2 | $520K | Sell |
3,525
-75
| -2% | -$11.1K | 0.07% | 199 |
|
|
2021
Q1 | $719K | Buy |
3,600
+91
| +3% | +$18.2K | 0.09% | 191 |
|
|
2020
Q4 | $617K | Buy |
3,509
+16
| +0.5% | +$2.81K | 0.09% | 200 |
|
|
2020
Q3 | $576K | Sell |
3,493
-4
| -0.1% | -$660 | 0.09% | 193 |
|
|
2020
Q2 | $487K | Sell |
3,497
-149
| -4% | -$20.8K | 0.08% | 221 |
|
|
2020
Q1 | $365K | Buy |
3,646
+190
| +5% | +$19K | 0.07% | 227 |
|
|
2019
Q4 | $573K | Sell |
3,456
-20
| -0.6% | -$3.32K | 0.1% | 217 |
|
|
2019
Q3 | $502K | Sell |
3,476
-49
| -1% | -$7.08K | 0.1% | 218 |
|
|
2019
Q2 | $510K | Buy |
3,525
+167
| +5% | +$24.2K | 0.1% | 216 |
|
|
2019
Q1 | $457K | Buy |
3,358
+13
| +0.4% | +$1.77K | 0.1% | 222 |
|
|
2018
Q4 | $401K | Buy |
3,345
+13
| +0.4% | +$1.56K | 0.1% | 223 |
|
|
2018
Q3 | $488K | Buy |
3,332
+23
| +0.7% | +$3.37K | 0.11% | 190 |
|
|
2018
Q2 | $440K | Buy |
+3,309
| New | +$440K | 0.1% | 211 |
|