Avantax Planning Partners’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 Q1	–	Sell	-1,249	Closed	-$236K	–	381
2021 Q4	$236K	Sell	1,249 -49	-4%	-$9.05K	0.01%	308
2021 Q3	$228K	Hold	1,298	–	–	0.01%	301
2021 Q2	$266K	Buy	1,298 +49	+4%	+$10.2K	0.01%	275
2021 Q1	$249K	Hold	1,249	–	–	0.01%	266
2020 Q4	$223K	Sell	1,249 -56	-4%	-$9.93K	0.01%	262
2020 Q3	$212K	Buy	+1,305	New	+$203K	0.01%	273
2020 Q1	–	Sell	-1,305	Closed	-$216K	–	311
2019 Q4	$216K	Sell	1,305 -605	-32%	-$93.7K	0.01%	280
2019 Q3	$276K	Hold	1,910	–	–	0.02%	248
2019 Q2	$277K	Hold	1,910	–	–	0.02%	240
2019 Q1	$260K	Buy	+1,910	New	+$249K	0.02%	246
2018 Q4	–	Sell	-1,305	Closed	-$191K	–	1079
2018 Q3	$191K	Buy	+1,305	New	+$186K	0.02%	245
2018 Q2	–	Sell	-1,310	Closed	-$201K	–	1321
2018 Q1	$201K	Sell	1,310 -120	-8%	-$19.5K	0.02%	290
2017 Q4	$243K	Sell	1,430 -380	-21%	-$62.2K	0.02%	264
2017 Q3	$273K	Buy	1,810 +120	+7%	+$17.3K	0.02%	295
2017 Q2	$238K	Buy	1,690 +5	+0.3%	+$686	0.02%	301
2017 Q1	$224K	Sell	1,685 -180	-10%	-$22.6K	0.02%	297
2016 Q4	$214K	Buy	+1,865	New	+$222K	0.02%	287