PWAG
Polaris Wealth Advisory Group’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-141,235
| Closed | -$21.6M | – | 540 |
|
|
2018
Q2 | $21.6M | Sell |
141,235
-73
| -0.1% | -$11.2K | 1.83% | 22 |
|
|
2018
Q1 | $21.6M | Buy |
141,308
+5,314
| +4% | +$814K | 1.77% | 23 |
|
|
2017
Q4 | $23.1M | Buy |
135,994
+3,924
| +3% | +$666K | 1.89% | 17 |
|
|
2017
Q3 | $19.9M | Buy |
+132,070
| New | +$19.9M | 1.75% | 23 |
|