Smith Shellnut Wilson’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,776
| Closed | -$248K | – | 140 |
|
|
2022
Q1 | $248K | Buy |
1,776
+17
| +1% | +$2.37K | 0.13% | 125 |
|
|
2021
Q4 | $332K | Buy |
1,759
+52
| +3% | +$9.82K | 0.16% | 113 |
|
|
2021
Q3 | $299K | Buy |
1,707
+24
| +1% | +$4.2K | 0.17% | 109 |
|
|
2021
Q2 | $345K | Hold |
1,683
| – | – | 0.2% | 94 |
|
|
2021
Q1 | $336K | Sell |
1,683
-665
| -28% | -$133K | 0.21% | 90 |
|
|
2020
Q4 | $419K | Buy |
2,348
+327
| +16% | +$58.4K | 0.25% | 67 |
|
|
2020
Q3 | $328 | Hold |
2,021
| – | – | 0.12% | 89 |
|
|
2020
Q2 | $282K | Sell |
2,021
-44
| -2% | -$6.14K | 0.2% | 87 |
|
|
2020
Q1 | $207K | Sell |
2,065
-283
| -12% | -$28.4K | 0.17% | 102 |
|
|
2019
Q4 | $389K | Hold |
2,348
| – | – | 0.26% | 72 |
|
|
2019
Q3 | $339K | Buy |
2,348
+183
| +8% | +$26.4K | 0.25% | 78 |
|
|
2019
Q2 | $313K | Sell |
2,165
-34
| -2% | -$4.92K | 0.24% | 80 |
|
|
2019
Q1 | $299K | Buy |
2,199
+18
| +0.8% | +$2.45K | 0.24% | 89 |
|
|
2018
Q4 | $261K | Sell |
2,181
-18
| -0.8% | -$2.15K | 0.28% | 79 |
|
|
2018
Q3 | $322K | Buy |
+2,199
| New | +$322K | 0.29% | 65 |
|
|
2018
Q1 | $337K | Sell |
2,199
-427
| -16% | -$65.4K | 0.29% | 55 |
|
|
2017
Q4 | $446K | Buy |
2,626
+73
| +3% | +$12.4K | 0.38% | 55 |
|
|
2017
Q3 | $385K | Buy |
2,553
+107
| +4% | +$16.1K | 0.34% | 65 |
|
|
2017
Q2 | $272K | Sell |
2,446
-188
| -7% | -$20.9K | 0.28% | 87 |
|
|
2017
Q1 | $350K | Buy |
2,634
+26
| +1% | +$3.46K | 0.32% | 71 |
|
|
2016
Q4 | $299K | Buy |
+2,608
| New | +$299K | 0.29% | 84 |
|