Retirement Design & Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,027
| Closed | -$225K | – | 56 |
|
|
2016
Q2 | $225K | Hold |
2,027
| – | – | 0.14% | 65 |
|
|
2016
Q1 | $213K | Sell |
2,027
-50
| -2% | -$5.25K | 0.15% | 65 |
|
|
2015
Q4 | $222K | Sell |
2,077
-217
| -9% | -$23.2K | 0.12% | 70 |
|
|
2015
Q3 | $222K | Buy |
+2,294
| New | +$222K | 0.23% | 62 |
|
|
2015
Q2 | – | Sell |
-2,494
| Closed | -$238K | – | 66 |
|
|
2015
Q1 | $238K | Hold |
2,494
| – | – | 0.21% | 69 |
|
|
2014
Q4 | $240K | Buy |
+2,494
| New | +$240K | 0.18% | 72 |
|