CW
Cobiz Wealth’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-34,871
| Closed | -$5.11M | – | 132 |
|
|
2018
Q3 | $5.11M | Sell |
34,871
-525
| -1% | -$76.9K | 0.98% | 42 |
|
|
2018
Q2 | $4.7M | Sell |
35,396
-304
| -0.9% | -$40.4K | 0.95% | 45 |
|
|
2018
Q1 | $5.47M | Buy |
35,700
+631
| +2% | +$96.7K | 1.16% | 40 |
|
|
2017
Q4 | $5.95M | Sell |
35,069
-279
| -0.8% | -$47.3K | 1.24% | 34 |
|
|
2017
Q3 | $5.34M | Buy |
35,348
+199
| +0.6% | +$30K | 1.17% | 39 |
|
|
2017
Q2 | $4.95M | Buy |
+35,149
| New | +$4.95M | 1.1% | 48 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$77K | – | 319 |
|
|
2013
Q2 | $77K | Buy |
+1,000
| New | +$77K | 0.02% | 149 |
|