Surevest’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.56M | Buy |
20,723
+2,578
| +14% | +$194K | 0.42% | 77 |
|
|
2022
Q2 | $1.9M | Buy |
18,145
+802
| +5% | +$84.1K | 0.5% | 74 |
|
|
2022
Q1 | $2.42M | Sell |
17,343
-3,202
| -16% | -$448K | 0.59% | 70 |
|
|
2021
Q4 | $3.88M | Sell |
20,545
-1,390
| -6% | -$262K | 0.92% | 53 |
|
|
2021
Q3 | $3.85M | Buy |
21,935
+1,357
| +7% | +$238K | 0.97% | 58 |
|
|
2021
Q2 | $4.22M | Buy |
20,578
+3,592
| +21% | +$736K | 1.1% | 53 |
|
|
2021
Q1 | $3.39M | Buy |
16,986
+386
| +2% | +$77.1K | 1.03% | 59 |
|
|
2020
Q4 | $2.96M | Buy |
+16,600
| New | +$2.96M | 0.99% | 57 |
|