Northstar Wealth Partners’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $468K | Sell |
2,889
-270
| -9% | -$43.7K | 0.22% | 90 |
|
|
2020
Q2 | $440K | Hold |
3,159
| – | – | 0.18% | 108 |
|
|
2020
Q1 | $315K | Hold |
3,159
| – | – | 0.16% | 125 |
|
|
2019
Q4 | $523K | Hold |
3,159
| – | – | 0.21% | 110 |
|
|
2019
Q3 | $456K | Sell |
3,159
-100
| -3% | -$14.4K | 0.2% | 117 |
|
|
2019
Q2 | $471K | Sell |
3,259
-70
| -2% | -$10.1K | 0.21% | 113 |
|
|
2019
Q1 | $453K | Hold |
3,329
| – | – | 0.21% | 110 |
|
|
2018
Q4 | $399K | Sell |
3,329
-96
| -3% | -$11.5K | 0.21% | 112 |
|
|
2018
Q3 | $501K | Buy |
3,425
+58
| +2% | +$8.48K | 0.24% | 104 |
|
|
2018
Q2 | $447K | Hold |
3,367
| – | – | 0.22% | 118 |
|
|
2018
Q1 | $515K | Buy |
+3,367
| New | +$515K | 0.26% | 106 |
|