CIC Wealth’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
Q3 | $473K | Sell |
4,297
-7
| -0.2% | -$771 | 0.12% | 102 |
|
|
2024
Q2 | $344K | Sell |
4,304
-75
| -2% | -$5.99K | 0.09% | 118 |
|
|
2024
Q1 | $429K | Hold |
4,379
| – | – | 0.12% | 103 |
|
|
2023
Q4 | $430K | Sell |
4,379
-30
| -0.7% | -$2.94K | 0.14% | 100 |
|
|
2023
Q3 | $369K | Buy |
4,409
+770
| +21% | +$64.4K | 0.13% | 105 |
|
|
2023
Q2 | $341K | Buy |
+3,639
| New | +$341K | 0.12% | 106 |
|