LFA
Legacy Financial Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,388
| Closed | -$414K | – | 408 |
|
|
2025
Q1 | $414K | Buy |
5,388
+101
| +2% | +$7.77K | 0.07% | 227 |
|
|
2024
Q4 | $424K | Buy |
5,287
+1,544
| +41% | +$124K | 0.07% | 216 |
|
|
2024
Q3 | $412K | Sell |
3,743
-83
| -2% | -$9.14K | 0.07% | 227 |
|
|
2024
Q2 | $306K | Buy |
+3,826
| New | +$306K | 0.05% | 248 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$20K | – | 799 |
|
|
2019
Q1 | $20K | Sell |
150
-180
| -55% | -$24K | 0.01% | 457 |
|
|
2018
Q4 | $40K | Buy |
330
+139
| +73% | +$16.8K | 0.02% | 281 |
|
|
2018
Q3 | $27K | Sell |
191
-55
| -22% | -$7.78K | 0.01% | 331 |
|
|
2018
Q2 | $33K | Hold |
246
| – | – | 0.01% | 300 |
|
|
2018
Q1 | $37K | Hold |
246
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $41K | Buy |
+246
| New | +$41K | 0.02% | 274 |
|