LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$260K | – | 595 |
|
|
2023
Q3 | $260K | Hold |
3,000
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $281K | Hold |
3,000
| – | – | ﹤0.01% | 254 |
|
|
2023
Q1 | $242K | Sell |
3,000
-350
| -10% | -$28.2K | ﹤0.01% | 257 |
|
|
2022
Q4 | $252K | Hold |
3,350
| – | – | ﹤0.01% | 258 |
|
|
2022
Q3 | $252K | Hold |
3,350
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $351K | Hold |
3,350
| – | – | ﹤0.01% | 238 |
|
|
2022
Q1 | $468K | Hold |
3,350
| – | – | ﹤0.01% | 217 |
|
|
2021
Q4 | $632K | Hold |
3,350
| – | – | 0.01% | 203 |
|
|
2021
Q3 | $587K | Sell |
3,350
-51
| -1% | -$8.94K | 0.01% | 207 |
|
|
2021
Q2 | $697K | Sell |
3,401
-8
| -0.2% | -$1.64K | 0.01% | 196 |
|
|
2021
Q1 | $681K | Buy |
3,409
+41
| +1% | +$8.19K | 0.01% | 185 |
|
|
2020
Q4 | $601K | Buy |
3,368
+18
| +0.5% | +$3.21K | 0.01% | 191 |
|
|
2020
Q3 | $543K | Hold |
3,350
| – | – | 0.01% | 183 |
|
|
2020
Q2 | $467K | Hold |
3,350
| – | – | 0.01% | 182 |
|
|
2020
Q1 | $335K | Hold |
3,350
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $555K | Buy |
3,350
+2,750
| +458% | +$456K | 0.01% | 194 |
|
|
2019
Q3 | $87K | Hold |
600
| – | – | ﹤0.01% | 357 |
|
|
2019
Q2 | $87K | Hold |
600
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $82K | Hold |
600
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $72K | Buy |
+600
| New | +$72K | ﹤0.01% | 363 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$11K | – | 673 |
|
|
2015
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2015
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2015
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 564 |
|
|
2014
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
|
2014
Q3 | $9K | Sell |
100
-286
| -74% | -$25.7K | ﹤0.01% | 542 |
|
|
2014
Q2 | $34K | Sell |
386
-500
| -56% | -$44K | ﹤0.01% | 472 |
|
|
2014
Q1 | $72K | Buy |
886
+386
| +77% | +$31.4K | ﹤0.01% | 377 |
|
|
2013
Q4 | $40K | Buy |
+500
| New | +$40K | ﹤0.01% | 409 |
|