BWM
Bernicke Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,115
| Closed | -$298K | – | 53 |
|
|
2017
Q2 | $298K | Sell |
2,115
-2,355
| -53% | -$332K | 0.24% | 48 |
|
|
2017
Q1 | $594K | Sell |
4,470
-4,202
| -48% | -$558K | 0.49% | 24 |
|
|
2016
Q4 | $995K | Sell |
8,672
-434
| -5% | -$49.8K | 0.86% | 15 |
|
|
2016
Q3 | $1.12M | Sell |
9,106
-91
| -1% | -$11.2K | 0.97% | 14 |
|
|
2016
Q2 | $1.02M | Sell |
9,197
-35
| -0.4% | -$3.89K | 0.92% | 16 |
|
|
2016
Q1 | $971K | Buy |
9,232
+405
| +5% | +$42.6K | 0.9% | 18 |
|
|
2015
Q4 | $942K | Buy |
8,827
+1
| +0% | +$107 | 0.91% | 17 |
|
|
2015
Q3 | $856K | Sell |
8,826
-318
| -3% | -$30.8K | 0.87% | 21 |
|
|
2015
Q2 | $962K | Buy |
9,144
+862
| +10% | +$90.7K | 0.92% | 17 |
|
|
2015
Q1 | $790K | Sell |
8,282
-5,231
| -39% | -$499K | 0.84% | 23 |
|
|
2014
Q4 | $1.3M | Buy |
+13,513
| New | +$1.3M | 1.28% | 24 |
|