JGUA
John G. Ullman & Associates’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,400
| Closed | -$2.88M | – | 138 |
|
|
2019
Q4 | $2.88M | Sell |
17,400
-200
| -1% | -$33.1K | 0.5% | 53 |
|
|
2019
Q3 | $2.54M | Sell |
17,600
-900
| -5% | -$130K | 0.46% | 55 |
|
|
2019
Q2 | $2.68M | Sell |
18,500
-800
| -4% | -$116K | 0.47% | 55 |
|
|
2019
Q1 | $2.63M | Buy |
19,300
+700
| +4% | +$95.3K | 0.48% | 57 |
|
|
2018
Q4 | $2.23M | Sell |
18,600
-650
| -3% | -$77.8K | 0.45% | 57 |
|
|
2018
Q3 | $2.82M | Buy |
+19,250
| New | +$2.82M | 0.51% | 54 |
|