Evoke Wealth’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,195
| Closed | -$206K | – | 402 |
|
|
2023
Q2 | $206K | Buy |
+2,195
| New | +$206K | 0.01% | 336 |
|
|
2023
Q1 | – | Sell |
-3,884
| Closed | -$292K | – | 374 |
|
|
2022
Q4 | $292K | Sell |
3,884
-77
| -2% | -$5.79K | 0.01% | 286 |
|
|
2022
Q3 | $298K | Buy |
3,961
+49
| +1% | +$3.69K | 0.01% | 263 |
|
|
2022
Q2 | $410K | Sell |
3,912
-58
| -1% | -$6.08K | 0.02% | 241 |
|
|
2022
Q1 | $555K | Buy |
3,970
+9
| +0.2% | +$1.26K | 0.02% | 224 |
|
|
2021
Q4 | $747K | Buy |
3,961
+1,700
| +75% | +$321K | 0.02% | 205 |
|
|
2021
Q3 | $396K | Buy |
2,261
+30
| +1% | +$5.25K | 0.01% | 254 |
|
|
2021
Q2 | $457K | Hold |
2,231
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $445K | Hold |
2,231
| – | – | 0.02% | 229 |
|
|
2020
Q4 | $398K | Buy |
2,231
+34
| +2% | +$6.07K | 0.03% | 171 |
|
|
2020
Q3 | $356K | Hold |
2,197
| – | – | 0.03% | 159 |
|
|
2020
Q2 | $306K | Buy |
2,197
+2
| +0.1% | +$279 | 0.03% | 150 |
|
|
2020
Q1 | $220K | Sell |
2,195
-47
| -2% | -$4.7K | 0.03% | 171 |
|
|
2019
Q4 | $372K | Hold |
2,242
| – | – | 0.05% | 147 |
|
|
2019
Q3 | $324K | Buy |
+2,242
| New | +$324K | 0.04% | 190 |
|