CFS Investment Advisory Services’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,447
| Closed | -$269K | – | 309 |
|
|
2024
Q3 | $269K | Sell |
2,447
-2,591
| -51% | -$285K | 0.02% | 261 |
|
|
2024
Q2 | $402K | Buy |
+5,038
| New | +$402K | 0.03% | 197 |
|
|
2023
Q3 | – | Sell |
-4,449
| Closed | -$417K | – | 243 |
|
|
2023
Q2 | $417K | Buy |
+4,449
| New | +$417K | 0.05% | 179 |
|
|
2022
Q3 | – | Sell |
-9,011
| Closed | -$945K | – | 351 |
|
|
2022
Q2 | $945K | Sell |
9,011
-1,504,216
| -99% | -$158M | 0.14% | 128 |
|
|
2022
Q1 | $11K | Buy |
1,513,227
+1,502,476
| +13,975% | +$10.9K | 0.05% | 152 |
|
|
2021
Q4 | $1.88M | Sell |
10,751
-599
| -5% | -$105K | 0.25% | 88 |
|
|
2021
Q3 | $1.99M | Buy |
+11,350
| New | +$1.99M | 0.27% | 83 |
|
|
2020
Q4 | $2.21M | Buy |
+12,346
| New | +$2.21M | 0.35% | 58 |
|