CSWM
Cassady Schiller Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.7K | Buy |
332
+14
| +4% | +$1.12K | 0.01% | 257 |
|
|
2024
Q3 | $35K | Hold |
318
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $25.4K | Hold |
318
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $31.1K | Hold |
318
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $31.2K | Hold |
318
| – | – | 0.02% | 240 |
|
|
2023
Q3 | $26.6K | Hold |
318
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $29.8K | Hold |
318
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $25.6K | Hold |
318
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $23.9K | Buy |
+318
| New | +$23.9K | 0.01% | 254 |
|
|
2022
Q1 | – | Sell |
-326
| Closed | -$61K | – | 536 |
|
|
2021
Q4 | $61K | Buy |
+326
| New | +$61K | 0.04% | 182 |
|