Mosaic Family Wealth’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-301
| Closed | -$41K | – | 552 |
|
|
2019
Q1 | $41K | Hold |
301
| – | – | 0.02% | 337 |
|
|
2018
Q4 | $36K | Hold |
301
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $38K | Hold |
301
| – | – | 0.02% | 356 |
|
|
2018
Q2 | $40K | Hold |
301
| – | – | 0.02% | 341 |
|
|
2018
Q1 | $46K | Hold |
301
| – | – | 0.02% | 320 |
|
|
2017
Q4 | $51K | Sell |
301
-38
| -11% | -$6.44K | 0.02% | 321 |
|
|
2017
Q3 | $51K | Hold |
339
| – | – | 0.02% | 329 |
|
|
2017
Q2 | $48K | Hold |
339
| – | – | 0.02% | 319 |
|
|
2017
Q1 | $45K | Hold |
339
| – | – | 0.02% | 333 |
|
|
2016
Q4 | $39K | Hold |
339
| – | – | 0.02% | 354 |
|
|
2016
Q3 | $42K | Buy |
339
+38
| +13% | +$4.71K | 0.02% | 351 |
|
|
2016
Q2 | $34K | Buy |
301
+201
| +201% | +$22.7K | 0.02% | 376 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2015
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 531 |
|