RDWM
Red Door Wealth Management’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,400
| Closed | -$264K | – | 238 |
|
|
2024
Q3 | $264K | Buy |
+2,400
| New | +$264K | 0.04% | 180 |
|
|
2024
Q2 | – | Sell |
-2,773
| Closed | -$272K | – | 207 |
|
|
2024
Q1 | $272K | Sell |
2,773
-455
| -14% | -$44.6K | 0.05% | 163 |
|
|
2023
Q4 | $317K | Sell |
3,228
-1,163
| -26% | -$114K | 0.07% | 150 |
|
|
2023
Q3 | $367K | Sell |
4,391
-459
| -9% | -$38.4K | 0.09% | 125 |
|
|
2023
Q2 | $454K | Sell |
4,850
-14
| -0.3% | -$1.31K | 0.1% | 137 |
|
|
2023
Q1 | $392K | Buy |
4,864
+18
| +0.4% | +$1.45K | 0.12% | 101 |
|
|
2022
Q4 | $364K | Buy |
4,846
+122
| +3% | +$9.17K | 0.12% | 107 |
|
|
2022
Q3 | $355K | Buy |
4,724
+2,290
| +94% | +$172K | 0.13% | 98 |
|
|
2022
Q2 | $255K | Buy |
+2,434
| New | +$255K | 0.09% | 120 |
|
|
2021
Q3 | – | Sell |
-650
| Closed | -$133K | – | 545 |
|
|
2021
Q2 | $133K | Buy |
+650
| New | +$133K | 0.05% | 180 |
|
|
2020
Q3 | – | Sell |
-653
| Closed | -$91K | – | 375 |
|
|
2020
Q2 | $91K | Hold |
653
| – | – | 0.07% | 146 |
|
|
2020
Q1 | $65K | Buy |
+653
| New | +$65K | 0.06% | 155 |
|