LWAM
Legacy Wealth Asset Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,602
| Closed | -$208K | – | 355 |
|
|
2024
Q2 | $208K | Buy |
2,602
+68
| +3% | +$5.43K | 0.06% | 326 |
|
|
2024
Q1 | $248K | Buy |
2,534
+9
| +0.4% | +$881 | 0.07% | 319 |
|
|
2023
Q4 | $248K | Buy |
2,525
+19
| +0.8% | +$1.86K | 0.08% | 313 |
|
|
2023
Q3 | $209K | Sell |
2,506
-8
| -0.3% | -$669 | 0.08% | 317 |
|
|
2023
Q2 | $236K | Buy |
+2,514
| New | +$236K | 0.08% | 319 |
|
|
2022
Q3 | – | Sell |
-2,571
| Closed | -$270K | – | 359 |
|
|
2022
Q2 | $270K | Sell |
2,571
-35
| -1% | -$3.68K | 0.11% | 248 |
|
|
2022
Q1 | $364K | Buy |
2,606
+32
| +1% | +$4.47K | 0.13% | 221 |
|
|
2021
Q4 | $486K | Buy |
2,574
+221
| +9% | +$41.7K | 0.16% | 201 |
|
|
2021
Q3 | $413K | Buy |
+2,353
| New | +$413K | 0.19% | 201 |
|