Charles Schwab Trust’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,040
| Closed | -$214K | – | 156 |
|
|
2022
Q2 | $214K | Sell |
2,040
-8
| -0.4% | -$839 | 0.04% | 145 |
|
|
2022
Q1 | $286K | Hold |
2,048
| – | – | 0.05% | 134 |
|
|
2021
Q4 | $386K | Hold |
2,048
| – | – | 0.06% | 122 |
|
|
2021
Q3 | $359K | Sell |
2,048
-8
| -0.4% | -$1.4K | 0.07% | 141 |
|
|
2021
Q2 | $421K | Sell |
2,056
-18
| -0.9% | -$3.69K | 0.08% | 140 |
|
|
2021
Q1 | $416K | Hold |
2,074
| – | – | 0.09% | 132 |
|
|
2020
Q4 | $370K | Buy |
+2,074
| New | +$370K | 0.09% | 137 |
|