CreativeOne Wealth’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,807
| Closed | -$450K | – | 804 |
|
2023
Q2 | $450K | Buy |
+4,807
| New | +$450K | 0.02% | 525 |
|
2022
Q3 | – | Sell |
-5,242
| Closed | -$550K | – | 768 |
|
2022
Q2 | $550K | Buy |
+5,242
| New | +$550K | 0.03% | 385 |
|
2021
Q4 | – | Sell |
-1,259
| Closed | -$221K | – | 791 |
|
2021
Q3 | $221K | Buy |
+1,259
| New | +$221K | 0.01% | 641 |
|