Financial Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,261
| Closed | -$238K | – | 90 |
|
2021
Q4 | $238K | Sell |
1,261
-289
| -19% | -$54.5K | 0.07% | 79 |
|
2021
Q3 | $272K | Hold |
1,550
| – | – | 0.09% | 66 |
|
2021
Q2 | $318K | Sell |
1,550
-26
| -2% | -$5.33K | 0.11% | 64 |
|
2021
Q1 | $315K | Hold |
1,576
| – | – | 0.13% | 61 |
|
2020
Q4 | $281K | Sell |
1,576
-200
| -11% | -$35.7K | 0.12% | 60 |
|
2020
Q3 | $288K | Hold |
1,776
| – | – | 0.15% | 55 |
|
2020
Q2 | $248K | Buy |
+1,776
| New | +$248K | 0.14% | 55 |
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$294K | – | 64 |
|
2019
Q4 | $294K | Sell |
1,776
-304
| -15% | -$50.3K | 0.17% | 49 |
|
2019
Q3 | $300K | Hold |
2,080
| – | – | 0.18% | 46 |
|
2019
Q2 | $301K | Hold |
2,080
| – | – | 0.19% | 46 |
|
2019
Q1 | $283K | Hold |
2,080
| – | – | 0.19% | 49 |
|
2018
Q4 | $249K | Buy |
+2,080
| New | +$249K | 0.2% | 48 |
|