EWM
Evercore Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$101K | – | 737 |
|
|
2017
Q4 | $101K | Sell |
600
-50
| -8% | -$8.42K | ﹤0.01% | 461 |
|
|
2017
Q3 | $99K | Hold |
650
| – | – | ﹤0.01% | 464 |
|
|
2017
Q2 | $91K | Sell |
650
-227
| -26% | -$31.8K | ﹤0.01% | 483 |
|
|
2017
Q1 | $117K | Sell |
877
-13
| -1% | -$1.73K | ﹤0.01% | 450 |
|
|
2016
Q4 | $102K | Buy |
890
+763
| +601% | +$87.4K | ﹤0.01% | 494 |
|
|
2016
Q3 | $16K | Hold |
127
| – | – | ﹤0.01% | 810 |
|
|
2016
Q2 | $14K | Hold |
127
| – | – | ﹤0.01% | 810 |
|
|
2016
Q1 | $13K | Sell |
127
-59
| -32% | -$6.04K | ﹤0.01% | 779 |
|
|
2015
Q4 | $20K | Buy |
186
+59
| +46% | +$6.34K | ﹤0.01% | 771 |
|
|
2015
Q3 | $12K | Hold |
127
| – | – | ﹤0.01% | 812 |
|
|
2015
Q2 | $13K | Hold |
127
| – | – | ﹤0.01% | 860 |
|
|
2015
Q1 | $12K | Hold |
127
| – | – | ﹤0.01% | 853 |
|
|
2014
Q4 | $12K | Hold |
127
| – | – | ﹤0.01% | 728 |
|
|
2014
Q3 | $11K | Hold |
127
| – | – | ﹤0.01% | 814 |
|
|
2014
Q2 | $11K | Buy |
+127
| New | +$11K | ﹤0.01% | 829 |
|
|
2014
Q1 | – | Sell |
-190
| Closed | -$16K | – | 920 |
|
|
2013
Q4 | $16K | Buy |
190
+133
| +233% | +$11.2K | ﹤0.01% | 719 |
|
|
2013
Q3 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 855 |
|