Berman Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $69K | Buy |
398
+137
| +52% | +$23.8K | 0.01% | 559 |
|
2021
Q2 | $53K | Buy |
261
+182
| +230% | +$37K | 0.01% | 552 |
|
2021
Q1 | $15K | Buy |
79
+12
| +18% | +$2.28K | ﹤0.01% | 903 |
|
2020
Q4 | $12K | Buy |
67
+3
| +5% | +$537 | ﹤0.01% | 857 |
|
2020
Q3 | $10K | Hold |
64
| – | – | ﹤0.01% | 803 |
|
2020
Q2 | $8K | Sell |
64
-97
| -60% | -$12.1K | ﹤0.01% | 848 |
|
2020
Q1 | $16K | Sell |
161
-63
| -28% | -$6.26K | 0.01% | 555 |
|
2019
Q4 | $37K | Buy |
224
+1
| +0.4% | +$165 | 0.01% | 383 |
|
2019
Q3 | $32K | Sell |
223
-7
| -3% | -$1K | 0.01% | 394 |
|
2019
Q2 | $33K | Buy |
230
+23
| +11% | +$3.3K | 0.01% | 396 |
|
2019
Q1 | $28K | Buy |
207
+44
| +27% | +$5.95K | 0.01% | 382 |
|
2018
Q4 | $19K | Buy |
+163
| New | +$19K | 0.01% | 397 |
|