CWS
SWK icon

Confluence Wealth Services’s Stanley Black & Decker SWK Stock Holding History

Confluence Wealth Services’s Portfolio SWK Stock Details SWK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,021
Closed -$282K – 284
2022
Q1 		$282K Sell
2,021
-3,347
-62% -$467K 0.1% 198
2021
Q4 		$1.01M Buy
+5,368
New +$1.01M 0.33% 75