Copperwynd Financial’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,202
| Closed | -$242K | – | 150 |
|
|
2024
Q3 | $242K | Sell |
2,202
-114
| -5% | -$12.6K | 0.07% | 132 |
|
|
2024
Q2 | $245K | Buy |
2,316
+153
| +7% | +$16.2K | 0.08% | 130 |
|
|
2024
Q1 | $212K | Buy |
+2,163
| New | +$212K | 0.08% | 134 |
|
|
2022
Q4 | – | Sell |
-3,611
| Closed | -$272K | – | 139 |
|
|
2022
Q3 | $272K | Buy |
3,611
+149
| +4% | +$11.2K | 0.16% | 107 |
|
|
2022
Q2 | $363K | Buy |
3,462
+124
| +4% | +$13K | 0.21% | 99 |
|
|
2022
Q1 | $467K | Buy |
3,338
+197
| +6% | +$27.6K | 0.19% | 102 |
|
|
2021
Q4 | $592K | Buy |
3,141
+116
| +4% | +$21.9K | 0.22% | 84 |
|
|
2021
Q3 | $530K | Buy |
3,025
+77
| +3% | +$13.5K | 0.22% | 92 |
|
|
2021
Q2 | $604K | Buy |
2,948
+12
| +0.4% | +$2.46K | 0.26% | 72 |
|
|
2021
Q1 | $586K | Sell |
2,936
-128
| -4% | -$25.5K | 0.26% | 62 |
|
|
2020
Q4 | $547K | Sell |
3,064
-184
| -6% | -$32.8K | 0.26% | 62 |
|
|
2020
Q3 | $527K | Sell |
3,248
-104
| -3% | -$16.9K | 0.28% | 56 |
|
|
2020
Q2 | $467K | Sell |
3,352
-220
| -6% | -$30.7K | 0.27% | 60 |
|
|
2020
Q1 | $357K | Buy |
3,572
+2
| +0.1% | +$200 | 0.17% | 61 |
|
|
2019
Q4 | $592K | Buy |
3,570
+134
| +4% | +$22.2K | 0.31% | 66 |
|
|
2019
Q3 | $548K | Buy |
3,436
+464
| +16% | +$74K | 0.31% | 68 |
|
|
2019
Q2 | $430K | Buy |
2,972
+87
| +3% | +$12.6K | 0.25% | 75 |
|
|
2019
Q1 | $393K | Buy |
2,885
+171
| +6% | +$23.3K | 0.24% | 81 |
|
|
2018
Q4 | $325K | Buy |
2,714
+137
| +5% | +$16.4K | 0.2% | 68 |
|
|
2018
Q3 | $377K | Buy |
2,577
+115
| +5% | +$16.8K | 0.23% | 75 |
|
|
2018
Q2 | $327K | Buy |
2,462
+77
| +3% | +$10.2K | 0.23% | 73 |
|
|
2018
Q1 | $365K | Buy |
2,385
+164
| +7% | +$25.1K | 0.25% | 66 |
|
|
2017
Q4 | $377K | Buy |
+2,221
| New | +$377K | 0.28% | 63 |
|