Brendel Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,185
| Closed | -$3.4M | – | 88 |
|
|
2023
Q1 | $3.4M | Buy |
+42,185
| New | +$3.4M | 2.51% | 9 |
|
|
2021
Q3 | – | Sell |
-5,844
| Closed | -$1.2M | – | 252 |
|
|
2021
Q2 | $1.2M | Buy |
+5,844
| New | +$1.2M | 0.66% | 46 |
|
|
2020
Q4 | – | Sell |
-20,786
| Closed | -$3.37M | – | 90 |
|
|
2020
Q3 | $3.37M | Buy |
20,786
+976
| +5% | +$158K | 2.7% | 9 |
|
|
2020
Q2 | $2.76M | Buy |
+19,810
| New | +$2.76M | 2.38% | 12 |
|