Dorchester 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $466K | Hold |
5,800
| – | – | 0.09% | 98 |
|
2024
Q3 | $639K | Sell |
5,800
-2,000
| -26% | -$220K | 0.12% | 85 |
|
2024
Q2 | $623K | Sell |
7,800
-9,050
| -54% | -$723K | 0.12% | 86 |
|
2024
Q1 | $1.65M | Buy |
16,850
+600
| +4% | +$58.8K | 0.3% | 59 |
|
2023
Q4 | $1.59M | Buy |
16,250
+350
| +2% | +$34.3K | 0.29% | 60 |
|
2023
Q3 | $1.33M | Buy |
15,900
+7,500
| +89% | +$627K | 0.27% | 61 |
|
2023
Q2 | $787K | Buy |
+8,400
| New | +$787K | 0.16% | 76 |
|