Northstar Advisory Group’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
Q1 | – | Sell |
-15,395
| Closed | -$1.51M | – | 106 |
|
|
2023
Q4 | $1.51M | Buy |
15,395
+5,011
| +48% | +$492K | 0.9% | 28 |
|
|
2023
Q3 | $868K | Sell |
10,384
-10,961
| -51% | -$916K | 0.63% | 36 |
|
|
2023
Q2 | $2M | Buy |
+21,345
| New | +$2M | 1.31% | 26 |
|
|
2021
Q3 | – | Sell |
-14,839
| Closed | -$3.04M | – | 118 |
|
|
2021
Q2 | $3.04M | Buy |
14,839
+1,573
| +12% | +$322K | 1.9% | 12 |
|
|
2021
Q1 | $2.65M | Sell |
13,266
-2,840
| -18% | -$567K | 2.02% | 11 |
|
|
2020
Q4 | $2.88M | Buy |
+16,106
| New | +$2.88M | 2.41% | 8 |
|