Stevens First Principles Investment Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,200
| Closed | -$128K | – | 177 |
|
|
2015
Q4 | $128K | Buy |
+1,200
| New | +$128K | 0.11% | 72 |
|
|
2014
Q4 | – | Sell |
-700
| Closed | -$62K | – | 241 |
|
|
2014
Q3 | $62K | Sell |
700
-500
| -42% | -$44.3K | 0.03% | 139 |
|
|
2014
Q2 | $105K | Buy |
+1,200
| New | +$105K | 0.06% | 113 |
|
|
2013
Q3 | – | Sell |
-1,300
| Closed | -$100K | – | 234 |
|
|
2013
Q2 | $100K | Buy |
+1,300
| New | +$100K | 0.07% | 97 |
|