Smith Hayes Advisers’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
Q1 | $657K | Buy |
6,240
+770
| +14% | +$81.1K | 0.13% | 174 |
|
2015
Q4 | $584K | Hold |
5,470
| – | – | 0.12% | 182 |
|
2015
Q3 | $530K | Buy |
5,470
+127
| +2% | +$12.3K | 0.11% | 179 |
|
2015
Q2 | $562K | Sell |
5,343
-206
| -4% | -$21.7K | 0.11% | 188 |
|
2015
Q1 | $529K | Buy |
5,549
+1,236
| +29% | +$118K | 0.11% | 208 |
|
2014
Q4 | $414K | Buy |
4,313
+1,570
| +57% | +$151K | 0.09% | 221 |
|
2014
Q3 | $244K | Hold |
2,743
| – | – | 0.06% | 247 |
|
2014
Q2 | $241K | Buy |
+2,743
| New | +$241K | 0.06% | 254 |
|
2013
Q3 | – | Sell |
-4,200
| Closed | -$325K | – | 249 |
|
2013
Q2 | $325K | Buy |
+4,200
| New | +$325K | 0.14% | 173 |
|