IHT Wealth Management’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 |
-2,808
| Closed | -$309K | – | 1201 |
|
|
2024
Q3 | $309K | Buy |
+2,808
| New | +$309K | 0.01% | 903 |
|
|
2022
Q2 | – | Sell |
-1,573
| Closed | -$220K | – | 802 |
|
|
2022
Q1 | $220K | Buy |
1,573
+11
| +0.7% | +$1.54K | 0.02% | 678 |
|
|
2021
Q4 | $295K | Hold |
1,562
| – | – | 0.02% | 621 |
|
|
2021
Q3 | $274K | Sell |
1,562
-967
| -38% | -$170K | 0.02% | 624 |
|
|
2021
Q2 | $518K | Buy |
2,529
+828
| +49% | +$170K | 0.03% | 523 |
|
|
2021
Q1 | $340K | Buy |
1,701
+96
| +6% | +$19.2K | 0.02% | 591 |
|
|
2020
Q4 | $287K | Buy |
1,605
+37
| +2% | +$6.62K | 0.02% | 579 |
|
|
2020
Q3 | $254K | Buy |
1,568
+24
| +2% | +$3.89K | 0.03% | 532 |
|
|
2020
Q2 | $215K | Buy |
+1,544
| New | +$215K | 0.03% | 504 |
|
|
2020
Q1 | – | Sell |
-1,484
| Closed | -$246K | – | 651 |
|
|
2019
Q4 | $246K | Buy |
1,484
+43
| +3% | +$7.13K | 0.03% | 510 |
|
|
2019
Q3 | $208K | Buy |
+1,441
| New | +$208K | 0.03% | 546 |
|
|
2018
Q2 | – | Sell |
-1,202
| Closed | -$181K | – | 1243 |
|
|
2018
Q1 | $181K | Hold |
1,202
| – | – | 0.05% | 364 |
|
|
2017
Q4 | $208K | Buy |
1,202
+500
| +71% | +$86.5K | 0.06% | 340 |
|
|
2017
Q3 | $110K | Sell |
702
-40
| -5% | -$6.27K | 0.05% | 337 |
|
|
2017
Q2 | $471 | Sell |
742
-51
| -6% | -$32 | 0.23% | 107 |
|
|
2017
Q1 | $104K | Sell |
793
-101
| -11% | -$13.2K | 0.07% | 272 |
|
|
2016
Q4 | $103K | Buy |
+894
| New | +$103K | 0.08% | 262 |
|