Steward Partners Investment Advisory’s Stanley Black & Decker, Inc. SWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,600
Closed -$79K 3506
2022
Q3
$79K Buy
1,600
+600
+60% +$37.2K ﹤0.01% 1590
2022
Q2
$67K Buy
1,000
+225
+29% +$17.6K ﹤0.01% 1666
2022
Q1
$68K Sell
775
-1,479
-66% -$146K ﹤0.01% 1763
2021
Q4
$246K Sell
2,254
-300
-12% -$32.5K ﹤0.01% 1226
2021
Q3
$269K Buy
2,554
+100
+4% +$11.6K ﹤0.01% 1143
2021
Q2
$296K Buy
2,454
+304
+14% +$37.2K 0.01% 1196
2021
Q1
$254K Hold
2,150
﹤0.01% 1183
2020
Q4
$240K Buy
2,150
+150
+8% +$16.4K 0.01% 995
2020
Q3
$202K Hold
2,000
0.01% 939
2020
Q2
$179K Buy
2,000
+50
+3% +$4.07K 0.01% 921
2020
Q1
$136K Buy
+1,950
New +$186K 0.01% 898

Steward Partners Investment Advisory's SWT Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Stanley Black & Decker, Inc. (SWT) in Q4 2022, closing a stake of 1,600 shares — an estimated $79K sold.

Steward Partners Investment Advisory first reported a position in SWT in Q1 2020 and held it in 11 quarters. The position peaked at $296K in Q2 2021. 0 funds tracked by Wall St. Rank hold SWT as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Stanley Black & Decker, Inc. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,600 Stanley Black & Decker, Inc. shares in Q4 2022, an estimated $79K.
  • Steward Partners Investment Advisory first reported a position in Stanley Black & Decker, Inc. in Q1 2020 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Stanley Black & Decker, Inc. position peaked at $296K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.