Kozak & Associates’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-33
| Closed | -$2K | – | 355 |
|
2022
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 312 |
|
2022
Q3 | $3K | Sell |
33
-254
| -89% | -$23.1K | ﹤0.01% | 287 |
|
2022
Q2 | $30K | Hold |
287
| – | – | 0.02% | 178 |
|
2022
Q1 | $43K | Hold |
287
| – | – | 0.03% | 167 |
|
2021
Q4 | $43K | Hold |
287
| – | – | 0.03% | 167 |
|
2021
Q3 | $56K | Buy |
+287
| New | +$56K | 0.03% | 148 |
|