Blue Chip 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
2020
Q3
Sell
-717
Closed -$100K 142
2020
Q2
$100K Buy
+717
New +$100K 0.02% 131
2020
Q1
Sell
-710
Closed -$118K 156
2019
Q4
$118K Buy
710
+2
+0.3% +$332 0.02% 150
2019
Q3
$102K Buy
708
+2
+0.3% +$288 0.02% 140
2019
Q2
$102K Buy
+706
New +$102K 0.02% 132
2018
Q4
Sell
-1,290
Closed -$189K 156
2018
Q3
$189K Sell
1,290
-334
-21% -$48.9K 0.05% 113
2018
Q2
$216K Sell
1,624
-26
-2% -$3.46K 0.06% 112
2018
Q1
$253K Sell
1,650
-78
-5% -$12K 0.07% 118
2017
Q4
$293K Buy
1,728
+6
+0.3% +$1.02K 0.09% 101
2017
Q3
$260K Buy
1,722
+8
+0.5% +$1.21K 0.08% 104
2017
Q2
$241K Sell
1,714
-291
-15% -$40.9K 0.08% 104
2017
Q1
$266K Sell
2,005
-1,090
-35% -$145K 0.1% 101
2016
Q4
$355K Sell
3,095
-330
-10% -$37.9K 0.14% 94
2016
Q3
$421K Sell
3,425
-47
-1% -$5.78K 0.19% 82
2016
Q2
$386K Sell
3,472
-304
-8% -$33.8K 0.17% 81
2016
Q1
$397K Sell
3,776
-3,301
-47% -$347K 0.19% 76
2015
Q4
$755K Sell
7,077
-322
-4% -$34.4K 0.39% 58
2015
Q3
$718K Buy
7,399
+38
+0.5% +$3.69K 0.46% 59
2015
Q2
$775K Buy
7,361
+227
+3% +$23.9K 0.5% 58
2015
Q1
$680K Sell
7,134
-155
-2% -$14.8K 0.46% 59
2014
Q4
$700K Buy
+7,289
New +$700K 0.49% 55