EWS
Evergreen Wealth Solutions’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,736
| Closed | -$632K | – | 116 |
|
|
2024
Q3 | $632K | Sell |
5,736
-2,987
| -34% | -$329K | 0.43% | 44 |
|
|
2024
Q2 | $697K | Sell |
8,723
-477
| -5% | -$38.1K | 0.49% | 41 |
|
|
2024
Q1 | $901K | Sell |
9,200
-1,150
| -11% | -$113K | 0.67% | 34 |
|
|
2023
Q4 | $1.02M | Sell |
10,350
-281
| -3% | -$27.6K | 0.87% | 29 |
|
|
2023
Q3 | $889K | Sell |
10,631
-640
| -6% | -$53.5K | 0.9% | 33 |
|
|
2023
Q2 | $1.06M | Buy |
11,271
+1,010
| +10% | +$94.6K | 1.07% | 30 |
|
|
2023
Q1 | $827K | Buy |
10,261
+648
| +7% | +$52.2K | 0.96% | 35 |
|
|
2022
Q4 | $722K | Buy |
9,613
+2,188
| +29% | +$164K | 0.95% | 34 |
|
|
2022
Q3 | $558K | Buy |
7,425
+2,127
| +40% | +$160K | 0.79% | 39 |
|
|
2022
Q2 | $555K | Buy |
5,298
+191
| +4% | +$20K | 0.68% | 47 |
|
|
2022
Q1 | $714K | Buy |
5,107
+68
| +1% | +$9.51K | 0.69% | 35 |
|
|
2021
Q4 | $950K | Buy |
+5,039
| New | +$950K | 0.86% | 33 |
|