Lineweaver Wealth Advisors’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
Q4
Sell
-8,593
Closed -$718K 142
2023
Q3
$718K Sell
8,593
-5,514
-39% -$461K 0.21% 77
2023
Q2
$1.32M Sell
14,107
-764
-5% -$71.6K 0.38% 54
2023
Q1
$1.2M Buy
+14,871
New +$1.2M 0.37% 59