BTR Capital Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,350
| Closed | -$247K | – | 159 |
|
|
2016
Q1 | $247K | Hold |
2,350
| – | – | 0.06% | 137 |
|
|
2015
Q4 | $251K | Hold |
2,350
| – | – | 0.06% | 148 |
|
|
2015
Q3 | $228K | Buy |
2,350
+250
| +12% | +$24.3K | 0.05% | 150 |
|
|
2015
Q2 | $221K | Hold |
2,100
| – | – | 0.05% | 142 |
|
|
2015
Q1 | $200K | Hold |
2,100
| – | – | 0.05% | 153 |
|
|
2014
Q4 | $202K | Buy |
+2,100
| New | +$202K | 0.06% | 134 |
|
|
2013
Q4 | – | Sell |
-3,550
| Closed | -$322K | – | 146 |
|
|
2013
Q3 | $322K | Hold |
3,550
| – | – | 0.1% | 105 |
|
|
2013
Q2 | $274K | Buy |
+3,550
| New | +$274K | 0.09% | 122 |
|