Intellectus Partners’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 |
-1,950
| Closed | -$215K | – | 289 |
|
|
2024
Q3 | $215K | Buy |
+1,950
| New | +$215K | 0.05% | 250 |
|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$264K | – | 268 |
|
|
2021
Q4 | $264K | Sell |
1,400
-375
| -21% | -$70.7K | 0.07% | 232 |
|
|
2021
Q3 | $311K | Sell |
1,775
-50
| -3% | -$8.76K | 0.08% | 222 |
|
|
2021
Q2 | $374K | Hold |
1,825
| – | – | 0.08% | 214 |
|
|
2021
Q1 | $364K | Buy |
1,825
+475
| +35% | +$94.7K | 0.1% | 201 |
|
|
2020
Q4 | $241K | Buy |
+1,350
| New | +$241K | 0.07% | 212 |
|