HWM
Hohimer Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,839
| Closed | -$257K | – | 218 |
|
|
2022
Q1 | $257K | Hold |
1,839
| – | – | 0.05% | 177 |
|
|
2021
Q4 | $347K | Hold |
1,839
| – | – | 0.07% | 156 |
|
|
2021
Q3 | $322K | Hold |
1,839
| – | – | 0.07% | 151 |
|
|
2021
Q2 | $377K | Hold |
1,839
| – | – | 0.08% | 151 |
|
|
2021
Q1 | $367K | Sell |
1,839
-2,346
| -56% | -$468K | 0.09% | 143 |
|
|
2020
Q4 | $747K | Hold |
4,185
| – | – | 0.2% | 125 |
|
|
2020
Q3 | $726K | Sell |
4,185
-2,038
| -33% | -$354K | 0.21% | 121 |
|
|
2020
Q2 | $867K | Buy |
+6,223
| New | +$867K | 0.3% | 113 |
|