Obermeyer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,721
| Closed | -$241K | – | 234 |
|
|
2022
Q1 | $241K | Hold |
1,721
| – | – | 0.01% | 198 |
|
|
2021
Q4 | $325K | Hold |
1,721
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $302K | Hold |
1,721
| – | – | 0.02% | 168 |
|
|
2021
Q2 | $353K | Sell |
1,721
-591
| -26% | -$121K | 0.02% | 153 |
|
|
2021
Q1 | $462K | Buy |
+2,312
| New | +$462K | 0.03% | 135 |
|
|
2013
Q3 | – | Sell |
-315
| Closed | -$24K | – | 254 |
|
|
2013
Q2 | $24K | Buy |
+315
| New | +$24K | 0.01% | 176 |
|