BWA
BDO Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $78.5K | Buy |
838
+2
| +0.2% | +$187 | 0.01% | 363 |
|
|
2023
Q1 | $67.4K | Sell |
836
-358
| -30% | -$28.9K | 0.01% | 368 |
|
|
2022
Q4 | $89.7K | Sell |
1,194
-8,701
| -88% | -$654K | 0.01% | 345 |
|
|
2022
Q3 | $744K | Buy |
9,895
+1,883
| +24% | +$142K | 0.1% | 143 |
|
|
2022
Q2 | $840K | Buy |
8,012
+533
| +7% | +$55.9K | 0.1% | 138 |
|
|
2022
Q1 | $1.05M | Buy |
7,479
+327
| +5% | +$45.7K | 0.11% | 128 |
|
|
2021
Q4 | $1.35M | Buy |
7,152
+615
| +9% | +$116K | 0.14% | 115 |
|
|
2021
Q3 | $1.15M | Buy |
6,537
+125
| +2% | +$21.9K | 0.13% | 122 |
|
|
2021
Q2 | $1.31M | Buy |
6,412
+142
| +2% | +$29.1K | 0.15% | 114 |
|
|
2021
Q1 | $1.25M | Hold |
6,270
| – | – | 0.15% | 115 |
|
|
2020
Q4 | $1.12M | Buy |
6,270
+87
| +1% | +$15.5K | 0.16% | 94 |
|
|
2020
Q3 | $1M | Sell |
6,183
-608
| -9% | -$98.6K | 0.16% | 94 |
|
|
2020
Q2 | $946K | Sell |
6,791
-212
| -3% | -$29.5K | 0.17% | 94 |
|
|
2020
Q1 | $700K | Buy |
7,003
+1,710
| +32% | +$171K | 0.14% | 108 |
|
|
2019
Q4 | $877K | Sell |
5,293
-848
| -14% | -$141K | 0.23% | 80 |
|
|
2019
Q3 | $887K | Buy |
6,141
+167
| +3% | +$24.1K | 0.23% | 82 |
|
|
2019
Q2 | $864K | Sell |
5,974
-475
| -7% | -$68.7K | 0.24% | 85 |
|
|
2019
Q1 | $878K | Buy |
6,449
+986
| +18% | +$134K | 0.26% | 77 |
|
|
2018
Q4 | $654K | Sell |
5,463
-524
| -9% | -$62.7K | 0.23% | 82 |
|
|
2018
Q3 | $877K | Buy |
5,987
+51
| +0.9% | +$7.47K | 0.28% | 67 |
|
|
2018
Q2 | $788K | Sell |
5,936
-100
| -2% | -$13.3K | 0.27% | 71 |
|
|
2018
Q1 | $925K | Buy |
6,036
+281
| +5% | +$43.1K | 0.35% | 55 |
|
|
2017
Q4 | $977K | Sell |
5,755
-575
| -9% | -$97.6K | 0.44% | 44 |
|
|
2017
Q3 | $956K | Sell |
6,330
-500
| -7% | -$75.5K | 0.47% | 39 |
|
|
2017
Q2 | $961K | Buy |
+6,830
| New | +$961K | 0.42% | 44 |
|