MWPCG
Measured Wealth Private Client Group’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,849
| Closed | -$949K | – | 141 |
|
|
2020
Q3 | $949K | Hold |
5,849
| – | – | 0.46% | 37 |
|
|
2020
Q2 | $815K | Buy |
5,849
+49
| +0.8% | +$6.83K | 0.48% | 35 |
|
|
2020
Q1 | $580K | Hold |
5,800
| – | – | 0.45% | 37 |
|
|
2019
Q4 | $961K | Hold |
5,800
| – | – | 0.64% | 23 |
|
|
2019
Q3 | $838K | Hold |
5,800
| – | – | 0.54% | 32 |
|
|
2019
Q2 | $839K | Sell |
5,800
-37
| -0.6% | -$5.35K | 0.48% | 41 |
|
|
2019
Q1 | $795K | Buy |
+5,837
| New | +$795K | 0.49% | 39 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$5K | – | 630 |
|
|
2018
Q3 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 701 |
|