Heritage Financial Services’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,294
| Closed | -$253K | – | 124 |
|
|
2024
Q3 | $253K | Buy |
+2,294
| New | +$253K | 0.03% | 92 |
|
|
2024
Q2 | – | Sell |
-2,298
| Closed | -$225K | – | 107 |
|
|
2024
Q1 | $225K | Buy |
2,298
+4
| +0.2% | +$392 | 0.03% | 95 |
|
|
2023
Q4 | $225K | Buy |
+2,294
| New | +$225K | 0.04% | 91 |
|
|
2023
Q3 | – | Sell |
-2,317
| Closed | -$217K | – | 83 |
|
|
2023
Q2 | $217K | Buy |
+2,317
| New | +$217K | 0.04% | 76 |
|
|
2022
Q3 | – | Sell |
-2,317
| Closed | -$242K | – | 417 |
|
|
2022
Q2 | $242K | Hold |
2,317
| – | – | 0.13% | 55 |
|
|
2022
Q1 | $323K | Hold |
2,317
| – | – | 0.21% | 58 |
|
|
2021
Q4 | $437K | Buy |
+2,317
| New | +$437K | 0.34% | 39 |
|