Oak Ridge Investments’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,186
| Closed | -$601K | – | 170 |
|
|
2021
Q4 | $601K | Sell |
3,186
-599
| -16% | -$113K | 0.05% | 152 |
|
|
2021
Q3 | $664K | Hold |
3,785
| – | – | 0.06% | 154 |
|
|
2021
Q2 | $776K | Hold |
3,785
| – | – | 0.07% | 150 |
|
|
2021
Q1 | $756K | Hold |
3,785
| – | – | 0.07% | 150 |
|
|
2020
Q4 | $676K | Sell |
3,785
-199
| -5% | -$35.5K | 0.06% | 159 |
|
|
2020
Q3 | $646K | Sell |
3,984
-30
| -0.7% | -$4.86K | 0.05% | 158 |
|
|
2020
Q2 | $560K | Buy |
4,014
+127
| +3% | +$17.7K | 0.05% | 157 |
|
|
2020
Q1 | $389K | Sell |
3,887
-340
| -8% | -$34K | 0.04% | 161 |
|
|
2019
Q4 | $701K | Sell |
4,227
-528
| -11% | -$87.6K | 0.05% | 147 |
|
|
2019
Q3 | $686K | Hold |
4,755
| – | – | 0.05% | 152 |
|
|
2019
Q2 | $688K | Sell |
4,755
-17
| -0.4% | -$2.46K | 0.05% | 152 |
|
|
2019
Q1 | $650K | Hold |
4,772
| – | – | 0.04% | 153 |
|
|
2018
Q4 | $571K | Buy |
+4,772
| New | +$571K | 0.04% | 151 |
|