Concert Wealth Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,952
| Closed | -$449K | – | 405 |
|
|
2017
Q1 | $449K | Sell |
3,952
-97
| -2% | -$11K | 0.1% | 273 |
|
|
2016
Q4 | $459K | Buy |
4,049
+352
| +10% | +$39.9K | 0.1% | 269 |
|
|
2016
Q3 | $456K | Sell |
3,697
-70
| -2% | -$8.63K | 0.06% | 393 |
|
|
2016
Q2 | $416K | Sell |
3,767
-34
| -0.9% | -$3.76K | 0.06% | 382 |
|
|
2016
Q1 | $404K | Sell |
3,801
-70
| -2% | -$7.44K | 0.05% | 393 |
|
|
2015
Q4 | $411K | Buy |
3,871
+920
| +31% | +$97.7K | 0.05% | 398 |
|
|
2015
Q3 | $288K | Sell |
2,951
-28
| -0.9% | -$2.73K | 0.04% | 496 |
|
|
2015
Q2 | $317K | Sell |
2,979
-627
| -17% | -$66.7K | 0.04% | 472 |
|
|
2015
Q1 | $295K | Sell |
3,606
-8
| -0.2% | -$654 | 0.08% | 304 |
|
|
2014
Q4 | $350K | Buy |
3,614
+751
| +26% | +$72.7K | 0.05% | 405 |
|
|
2014
Q3 | $254K | Buy |
2,863
+76
| +3% | +$6.74K | 0.03% | 428 |
|
|
2014
Q2 | $226K | Buy |
2,787
+232
| +9% | +$18.8K | 0.03% | 485 |
|
|
2014
Q1 | $205K | Sell |
2,555
-25
| -1% | -$2.01K | 0.03% | 508 |
|
|
2013
Q4 | $207K | Sell |
2,580
-73
| -3% | -$5.86K | 0.03% | 487 |
|
|
2013
Q3 | $239K | Buy |
2,653
+73
| +3% | +$6.58K | 0.03% | 435 |
|
|
2013
Q2 | $200K | Buy |
+2,580
| New | +$200K | 0.03% | 457 |
|