MPS Loria Financial Planners’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-620
| Closed | -$123K | – | 501 |
|
|
2021
Q1 | $123K | Hold |
620
| – | – | 0.06% | 103 |
|
|
2020
Q4 | $105K | Buy |
620
+12
| +2% | +$2.03K | 0.05% | 112 |
|
|
2020
Q3 | $99K | Buy |
608
+1
| +0.2% | +$163 | 0.05% | 107 |
|
|
2020
Q2 | $85K | Buy |
+607
| New | +$85K | 0.05% | 113 |
|
|
2017
Q3 | – | Sell |
-401
| Closed | -$56K | – | 293 |
|
|
2017
Q2 | $56K | Buy |
+401
| New | +$56K | 0.04% | 142 |
|