Integrated Wealth Management (Palm Desert)’s STANLEY BLACK & DECKER INC CORP UNIT SWU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-103
Closed -$14K 1453
2015
Q3
$14K Hold
103
0.01% 689
2015
Q2
$15K Hold
103
0.01% 702
2015
Q1
$13K Buy
+103
New +$13.9K 0.01% 710

Integrated Wealth Management (Palm Desert)'s SWU Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of STANLEY BLACK & DECKER INC CORP UNIT (SWU) in Q4 2015, closing a stake of 103 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SWU in Q1 2015 and held it in 3 quarters. The position peaked at $15K in Q2 2015. 0 funds tracked by Wall St. Rank hold SWU as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining STANLEY BLACK & DECKER INC CORP UNIT position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 103 STANLEY BLACK & DECKER INC CORP UNIT shares in Q4 2015, an estimated $14K.
  • Integrated Wealth Management (Palm Desert) first reported a position in STANLEY BLACK & DECKER INC CORP UNIT in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s STANLEY BLACK & DECKER INC CORP UNIT position peaked at $15K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER INC CORP UNIT as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.