Regal Investment Advisors’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 |
-1,125
| Closed | -$212K | – | 569 |
|
|
2021
Q4 | $212K | Buy |
+1,125
| New | +$212K | 0.02% | 509 |
|
|
2021
Q3 | – | Sell |
-1,123
| Closed | -$230K | – | 543 |
|
|
2021
Q2 | $230K | Buy |
+1,123
| New | +$230K | 0.02% | 486 |
|
|
2018
Q2 | – | Sell |
-1,385
| Closed | -$212K | – | 311 |
|
|
2018
Q1 | $212K | Buy |
1,385
+100
| +8% | +$15.3K | 0.05% | 287 |
|
|
2017
Q4 | $218K | Buy |
+1,285
| New | +$218K | 0.05% | 266 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$9K | – | 801 |
|
|
2015
Q3 | $9K | Sell |
100
-1,271
| -93% | -$114K | ﹤0.01% | 720 |
|
|
2015
Q2 | $144K | Hold |
1,371
| – | – | 0.04% | 285 |
|
|
2015
Q1 | $131K | Buy |
1,371
+341
| +33% | +$32.6K | 0.03% | 299 |
|
|
2014
Q4 | $99K | Sell |
1,030
-1,497
| -59% | -$144K | 0.03% | 311 |
|
|
2014
Q3 | $224K | Buy |
2,527
+727
| +40% | +$64.4K | 0.07% | 212 |
|
|
2014
Q2 | $158K | Buy |
1,800
+800
| +80% | +$70.2K | 0.06% | 228 |
|
|
2014
Q1 | $81K | Buy |
1,000
+500
| +100% | +$40.5K | 0.03% | 288 |
|
|
2013
Q4 | $40K | Buy |
500
+442
| +762% | +$35.4K | 0.02% | 325 |
|
|
2013
Q3 | $5K | Sell |
58
-2,700
| -98% | -$233K | ﹤0.01% | 712 |
|
|
2013
Q2 | $213K | Buy |
+2,758
| New | +$213K | 0.12% | 152 |
|