IF
Ironwood Financial’s Stanley Black & Decker SWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-340
| Closed | -$60K | – | 486 |
|
2021
Q3 | $60K | Hold |
340
| – | – | 0.02% | 186 |
|
2021
Q2 | $70K | Hold |
340
| – | – | 0.02% | 166 |
|
2021
Q1 | $68K | Hold |
340
| – | – | 0.02% | 155 |
|
2020
Q4 | $61K | Hold |
340
| – | – | 0.02% | 159 |
|
2020
Q3 | $55K | Hold |
340
| – | – | 0.03% | 113 |
|
2020
Q2 | $47K | Hold |
340
| – | – | 0.03% | 112 |
|
2020
Q1 | $34K | Sell |
340
-2,420
| -88% | -$242K | 0.02% | 110 |
|
2019
Q4 | $457K | Hold |
2,760
| – | – | 0.21% | 36 |
|
2019
Q3 | $399K | Sell |
2,760
-690
| -20% | -$99.8K | 0.19% | 37 |
|
2019
Q2 | $499K | Sell |
3,450
-690
| -17% | -$99.8K | 0.24% | 37 |
|
2019
Q1 | $564K | Hold |
4,140
| – | – | 0.29% | 36 |
|
2018
Q4 | $496K | Hold |
4,140
| – | – | 0.28% | 35 |
|
2018
Q3 | $606K | Buy |
4,140
+140
| +4% | +$20.5K | 0.32% | 37 |
|
2018
Q2 | $531K | Hold |
4,000
| – | – | 0.31% | 32 |
|
2018
Q1 | $613K | Hold |
4,000
| – | – | 0.67% | 22 |
|
2017
Q4 | $679K | Hold |
4,000
| – | – | 0.41% | 32 |
|
2017
Q3 | $604K | Hold |
4,000
| – | – | 0.37% | 32 |
|
2017
Q2 | $563K | Hold |
4,000
| – | – | 0.36% | 30 |
|
2017
Q1 | $531K | Hold |
4,000
| – | – | 0.35% | 30 |
|
2016
Q4 | $459K | Hold |
4,000
| – | – | 0.32% | 33 |
|
2016
Q3 | $492K | Hold |
4,000
| – | – | 0.35% | 32 |
|
2016
Q2 | $445K | Hold |
4,000
| – | – | 0.33% | 33 |
|
2016
Q1 | $421K | Buy |
+4,000
| New | +$421K | 0.33% | 33 |
|
2015
Q3 | $388K | Hold |
4,000
| – | – | 0.19% | 52 |
|
2015
Q2 | $421K | Hold |
4,000
| – | – | 0.2% | 50 |
|
2015
Q1 | $381K | Hold |
4,000
| – | – | 0.18% | 53 |
|
2014
Q4 | $386K | Buy |
+4,000
| New | +$386K | 0.21% | 50 |
|