Invictus Private Wealth’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 |
-2,533
| Closed | -$279K | – | 83 |
|
|
2024
Q3 | $279K | Sell |
2,533
-146
| -5% | -$16.1K | 0.02% | 75 |
|
|
2024
Q2 | $214K | Sell |
2,679
-206
| -7% | -$16.5K | 0.02% | 81 |
|
|
2024
Q1 | $283K | Sell |
2,885
-135
| -4% | -$13.2K | 0.03% | 78 |
|
|
2023
Q4 | $296K | Sell |
3,020
-53
| -2% | -$5.2K | 0.03% | 79 |
|
|
2023
Q3 | $257K | Sell |
3,073
-5
| -0.2% | -$418 | 0.03% | 81 |
|
|
2023
Q2 | $288K | Hold |
3,078
| – | – | 0.03% | 80 |
|
|
2023
Q1 | $248K | Hold |
3,078
| – | – | 0.03% | 81 |
|
|
2022
Q4 | $231K | Buy |
+3,078
| New | +$231K | 0.03% | 83 |
|