Laurel Wealth Advisors (California)’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,158
| Closed | -$388K | – | 670 |
|
|
2022
Q3 | $388K | Buy |
5,158
+112
| +2% | +$8.43K | 0.04% | 406 |
|
|
2022
Q2 | $529K | Sell |
5,046
-351
| -7% | -$36.8K | 0.05% | 343 |
|
|
2022
Q1 | $754K | Buy |
5,397
+205
| +4% | +$28.6K | 0.06% | 307 |
|
|
2021
Q4 | $979K | Buy |
5,192
+3,463
| +200% | +$653K | 0.08% | 266 |
|
|
2021
Q3 | $303K | Sell |
1,729
-90
| -5% | -$15.8K | 0.06% | 335 |
|
|
2021
Q2 | $372K | Buy |
1,819
+23
| +1% | +$4.7K | 0.05% | 348 |
|
|
2021
Q1 | $359K | Buy |
1,796
+65
| +4% | +$13K | 0.05% | 318 |
|
|
2020
Q4 | $309K | Buy |
1,731
+67
| +4% | +$12K | 0.05% | 326 |
|
|
2020
Q3 | $270K | Sell |
1,664
-29
| -2% | -$4.71K | 0.04% | 321 |
|
|
2020
Q2 | $236K | Buy |
+1,693
| New | +$236K | 0.04% | 337 |
|
|
2020
Q1 | – | Sell |
-1,558
| Closed | -$258K | – | 420 |
|
|
2019
Q4 | $258K | Sell |
1,558
-21
| -1% | -$3.48K | 0.04% | 371 |
|
|
2019
Q3 | $228K | Buy |
1,579
+35
| +2% | +$5.05K | 0.04% | 404 |
|
|
2019
Q2 | $223K | Buy |
1,544
+7
| +0.5% | +$1.01K | 0.05% | 361 |
|
|
2019
Q1 | $209K | Buy |
+1,537
| New | +$209K | 0.05% | 354 |
|
|
2018
Q4 | – | Sell |
-1,520
| Closed | -$222K | – | 398 |
|
|
2018
Q3 | $222K | Hold |
1,520
| – | – | 0.05% | 344 |
|
|
2018
Q2 | $201K | Sell |
1,520
-143
| -9% | -$18.9K | 0.05% | 359 |
|
|
2018
Q1 | $254K | Sell |
1,663
-40
| -2% | -$6.11K | 0.08% | 272 |
|
|
2017
Q4 | $288K | Buy |
+1,703
| New | +$288K | 0.08% | 263 |
|