LWS
Lucia Wealth Services’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,837
| Closed | -$555K | – | 177 |
|
|
2019
Q2 | $555K | Sell |
3,837
-1,301
| -25% | -$188K | 0.19% | 80 |
|
|
2019
Q1 | $700K | Buy |
5,138
+2,820
| +122% | +$384K | 0.24% | 80 |
|
|
2018
Q4 | $278K | Sell |
2,318
-5,861
| -72% | -$703K | 0.13% | 102 |
|
|
2018
Q3 | $1.2M | Buy |
8,179
+639
| +8% | +$93.6K | 0.37% | 64 |
|
|
2018
Q2 | $1M | Buy |
+7,540
| New | +$1M | 0.44% | 55 |
|