Mason Investment Advisory Services’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,931
| Closed | -$969K | – | 99 |
|
|
2022
Q1 | $969K | Hold |
6,931
| – | – | 0.08% | 49 |
|
|
2021
Q4 | $1.31M | Hold |
6,931
| – | – | 0.11% | 38 |
|
|
2021
Q3 | $1.22M | Hold |
6,931
| – | – | 0.13% | 40 |
|
|
2021
Q2 | $1.42M | Hold |
6,931
| – | – | 0.14% | 33 |
|
|
2021
Q1 | $1.38M | Buy |
+6,931
| New | +$1.38M | 0.14% | 30 |
|