JWM
Jacobus Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,945
| Closed | -$171K | – | 320 |
|
|
2014
Q2 | $171K | Sell |
1,945
-78
| -4% | -$6.86K | 0.04% | 235 |
|
|
2014
Q1 | $164K | Buy |
2,023
+503
| +33% | +$40.8K | 0.04% | 239 |
|
|
2013
Q4 | $123K | Hold |
1,520
| – | – | 0.04% | 268 |
|
|
2013
Q3 | $138K | Hold |
1,520
| – | – | 0.05% | 212 |
|
|
2013
Q2 | $117K | Buy |
+1,520
| New | +$117K | 0.04% | 217 |
|