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Compass Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Compass Wealth Management’s Portfolio SWK Stock Details SWK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$16.5K – 404
2024
Q3 		$16.5K Sell
150
-1,351
-90% -$149K ﹤0.01% 335
2024
Q2 		$120K Sell
1,501
-9,275
-86% -$741K 0.03% 189
2024
Q1 		$1.06M Buy
+10,776
New +$1.06M 0.26% 85