Avantax Planning 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 |
-1,249
| Closed | -$236K | – | 381 |
|
|
2021
Q4 | $236K | Sell |
1,249
-49
| -4% | -$9.26K | 0.01% | 308 |
|
|
2021
Q3 | $228K | Hold |
1,298
| – | – | 0.01% | 301 |
|
|
2021
Q2 | $266K | Buy |
1,298
+49
| +4% | +$10K | 0.01% | 275 |
|
|
2021
Q1 | $249K | Hold |
1,249
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $223K | Sell |
1,249
-56
| -4% | -$10K | 0.01% | 262 |
|
|
2020
Q3 | $212K | Buy |
+1,305
| New | +$212K | 0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-1,305
| Closed | -$216K | – | 308 |
|
|
2019
Q4 | $216K | Sell |
1,305
-605
| -32% | -$100K | 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 | +$260K | 0.02% | 246 |
|
|
2018
Q4 | – | Sell |
-1,305
| Closed | -$191K | – | 1077 |
|
|
2018
Q3 | $191K | Buy |
+1,305
| New | +$191K | 0.02% | 245 |
|
|
2018
Q2 | – | Sell |
-1,310
| Closed | -$201K | – | 1312 |
|
|
2018
Q1 | $201K | Sell |
1,310
-120
| -8% | -$18.4K | 0.02% | 290 |
|
|
2017
Q4 | $243K | Sell |
1,430
-380
| -21% | -$64.6K | 0.02% | 264 |
|
|
2017
Q3 | $273K | Buy |
1,810
+120
| +7% | +$18.1K | 0.02% | 295 |
|
|
2017
Q2 | $238K | Buy |
1,690
+5
| +0.3% | +$704 | 0.02% | 301 |
|
|
2017
Q1 | $224K | Sell |
1,685
-180
| -10% | -$23.9K | 0.02% | 297 |
|
|
2016
Q4 | $214K | Buy |
+1,865
| New | +$214K | 0.02% | 287 |
|