McKinley Carter Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,347
| Closed | -$258K | – | 303 |
|
|
2024
Q3 | $258K | Buy |
+2,347
| New | +$258K | 0.02% | 270 |
|
|
2024
Q2 | – | Sell |
-2,347
| Closed | -$230K | – | 303 |
|
|
2024
Q1 | $230K | Hold |
2,347
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $230K | Buy |
+2,347
| New | +$230K | 0.02% | 281 |
|
|
2023
Q3 | – | Sell |
-2,347
| Closed | -$220K | – | 298 |
|
|
2023
Q2 | $220K | Buy |
+2,347
| New | +$220K | 0.02% | 285 |
|
|
2022
Q4 | – | Sell |
-3,117
| Closed | -$234K | – | 300 |
|
|
2022
Q3 | $234K | Sell |
3,117
-18,072
| -85% | -$1.36M | 0.02% | 259 |
|
|
2022
Q2 | $2.22M | Sell |
21,189
-412
| -2% | -$43.2K | 0.2% | 86 |
|
|
2022
Q1 | $3.02M | Buy |
21,601
+1,884
| +10% | +$263K | 0.24% | 79 |
|
|
2021
Q4 | $3.72M | Sell |
19,717
-1,625
| -8% | -$307K | 0.28% | 69 |
|
|
2021
Q3 | $3.74M | Buy |
21,342
+1,509
| +8% | +$265K | 0.31% | 68 |
|
|
2021
Q2 | $4.07M | Buy |
19,833
+17,486
| +745% | +$3.58M | 0.34% | 65 |
|
|
2021
Q1 | $469K | Sell |
2,347
-9
| -0.4% | -$1.8K | 0.04% | 192 |
|
|
2020
Q4 | $421K | Buy |
+2,356
| New | +$421K | 0.06% | 179 |
|