EWA
EP Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,847
| Closed | -$203K | – | 1317 |
|
|
2024
Q3 | $203K | Buy |
+1,847
| New | +$203K | ﹤0.01% | 1040 |
|
|
2021
Q3 | – | Sell |
-2,300
| Closed | -$471K | – | 559 |
|
|
2021
Q2 | $471K | Sell |
2,300
-123
| -5% | -$25.2K | 0.01% | 348 |
|
|
2021
Q1 | $484K | Sell |
2,423
-57
| -2% | -$11.4K | 0.02% | 329 |
|
|
2020
Q4 | $443K | Sell |
2,480
-112
| -4% | -$20K | 0.02% | 288 |
|
|
2020
Q3 | $420K | Sell |
2,592
-100,337
| -97% | -$16.3M | 0.02% | 250 |
|
|
2020
Q2 | $14.3M | Buy |
102,929
+8,815
| +9% | +$1.23M | 0.61% | 36 |
|
|
2020
Q1 | $9.41M | Sell |
94,114
-24,258
| -20% | -$2.43M | 0.46% | 43 |
|
|
2019
Q4 | $19.6M | Buy |
118,372
+3,211
| +3% | +$532K | 0.81% | 31 |
|
|
2019
Q3 | $16.6M | Buy |
115,161
+4,683
| +4% | +$676K | 0.82% | 30 |
|
|
2019
Q2 | $16M | Buy |
110,478
+2,245
| +2% | +$325K | 1% | 28 |
|
|
2019
Q1 | $14.7M | Buy |
+108,233
| New | +$14.7M | 1.42% | 27 |
|