Aveo Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,045
| Closed | -$589K | – | 368 |
|
2023
Q3 | $589K | Buy |
7,045
+1,600
| +29% | +$134K | 0.08% | 178 |
|
2023
Q2 | $510K | Sell |
5,445
-13,213
| -71% | -$1.24M | 0.06% | 203 |
|
2023
Q1 | $1.5M | Buy |
18,658
+10,013
| +116% | +$807K | 0.2% | 91 |
|
2022
Q4 | $649K | Sell |
8,645
-1,297
| -13% | -$97.4K | 0.1% | 156 |
|
2022
Q3 | $748K | Buy |
+9,942
| New | +$748K | 0.13% | 123 |
|