Eads & Heald 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,506
| Closed | -$368K | – | 151 |
|
2022
Q2 | $368K | Sell |
3,506
-2,197
| -39% | -$231K | 0.2% | 118 |
|
2022
Q1 | $797K | Sell |
5,703
-278
| -5% | -$38.9K | 0.37% | 101 |
|
2021
Q4 | $1.13M | Buy |
5,981
+997
| +20% | +$188K | 0.49% | 89 |
|
2021
Q3 | $874K | Sell |
4,984
-25
| -0.5% | -$4.38K | 0.42% | 92 |
|
2021
Q2 | $1.03M | Sell |
5,009
-26
| -0.5% | -$5.33K | 0.5% | 85 |
|
2021
Q1 | $1.01M | Sell |
5,035
-178
| -3% | -$35.5K | 0.52% | 83 |
|
2020
Q4 | $931K | Sell |
5,213
-5
| -0.1% | -$893 | 0.5% | 84 |
|
2020
Q3 | $846K | Buy |
5,218
+218
| +4% | +$35.3K | 0.51% | 82 |
|
2020
Q2 | $697K | Sell |
5,000
-15
| -0.3% | -$2.09K | 0.42% | 89 |
|
2020
Q1 | $501K | Sell |
5,015
-572
| -10% | -$57.1K | 0.35% | 94 |
|
2019
Q4 | $926K | Buy |
5,587
+28
| +0.5% | +$4.64K | 0.49% | 87 |
|
2019
Q3 | $803K | Buy |
5,559
+210
| +4% | +$30.3K | 0.45% | 90 |
|
2019
Q2 | $774K | Sell |
5,349
-145
| -3% | -$21K | 0.44% | 91 |
|
2019
Q1 | $748K | Buy |
5,494
+344
| +7% | +$46.8K | 0.43% | 93 |
|
2018
Q4 | $617K | Buy |
+5,150
| New | +$617K | 0.41% | 94 |
|