LWM
LBA Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $949K | Buy |
7,140
+475
| +7% | +$63.1K | 0.5% | 36 |
|
|
2016
Q4 | $764K | Buy |
6,665
+35
| +0.5% | +$4.01K | 0.42% | 45 |
|
|
2016
Q3 | $815K | Buy |
6,630
+90
| +1% | +$11.1K | 0.46% | 38 |
|
|
2016
Q2 | $727K | Buy |
6,540
+30
| +0.5% | +$3.34K | 0.41% | 44 |
|
|
2016
Q1 | $685K | Buy |
6,510
+325
| +5% | +$34.2K | 0.4% | 45 |
|
|
2015
Q4 | $660K | Buy |
6,185
+500
| +9% | +$53.4K | 0.38% | 48 |
|
|
2015
Q3 | $551K | Buy |
5,685
+300
| +6% | +$29.1K | 0.35% | 49 |
|
|
2015
Q2 | $567K | Buy |
+5,385
| New | +$567K | 0.36% | 52 |
|