CIA
Concurrent Investment Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,694
| Closed | -$207K | – | 1388 |
|
|
2025
Q1 | $207K | Buy |
+2,694
| New | +$207K | 0.01% | 1102 |
|
|
2024
Q4 | – | Sell |
-1,977
| Closed | -$218K | – | 1097 |
|
|
2024
Q3 | $218K | Buy |
+1,977
| New | +$218K | 0.01% | 900 |
|
|
2024
Q1 | – | Sell |
-2,344
| Closed | -$230K | – | 929 |
|
|
2023
Q4 | $230K | Buy |
+2,344
| New | +$230K | 0.01% | 723 |
|