Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-137
| Closed | -$17K | – | 906 |
|
|
2016
Q3 | $17K | Buy |
137
+106
| +342% | +$13.2K | 0.01% | 647 |
|
|
2016
Q2 | $3K | Sell |
31
-123
| -80% | -$11.9K | ﹤0.01% | 1022 |
|
|
2016
Q1 | $16K | Hold |
154
| – | – | 0.01% | 600 |
|
|
2015
Q4 | $16K | Hold |
154
| – | – | 0.01% | 639 |
|
|
2015
Q3 | $15K | Hold |
154
| – | – | 0.01% | 657 |
|
|
2015
Q2 | $16K | Hold |
154
| – | – | 0.01% | 671 |
|
|
2015
Q1 | $14K | Buy |
+154
| New | +$14K | 0.01% | 684 |
|