Evercore Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-600	Closed	-$101K	–	737
2017 Q4	$101K	Sell	600 -50	-8%	-$8.18K	﹤0.01%	461
2017 Q3	$99K	Hold	650	–	–	﹤0.01%	464
2017 Q2	$91K	Sell	650 -227	-26%	-$31.1K	﹤0.01%	485
2017 Q1	$117K	Sell	877 -13	-1%	-$1.63K	﹤0.01%	451
2016 Q4	$102K	Buy	890 +763	+601%	+$90.9K	﹤0.01%	495
2016 Q3	$16K	Hold	127	–	–	﹤0.01%	810
2016 Q2	$14K	Hold	127	–	–	﹤0.01%	810
2016 Q1	$13K	Sell	127 -59	-32%	-$5.72K	﹤0.01%	779
2015 Q4	$20K	Buy	186 +59	+46%	+$6.22K	﹤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	+$10.8K	﹤0.01%	829
2014 Q1	–	Sell	-190	Closed	-$16K	–	920
2013 Q4	$16K	Buy	190 +133	+233%	+$10.9K	﹤0.01%	719
2013 Q3	$5K	Buy	+57	New	+$4.88K	﹤0.01%	855