TWA
TCI Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-181
| Closed | -$14.6K | – | 2002 |
|
|
2023
Q1 | $14.6K | Sell |
181
-502
| -73% | -$40.5K | ﹤0.01% | 869 |
|
|
2022
Q4 | $51.3K | Buy |
683
+73
| +12% | +$5.48K | 0.01% | 405 |
|
|
2022
Q3 | $46K | Sell |
610
-43
| -7% | -$3.24K | 0.01% | 391 |
|
|
2022
Q2 | $68K | Buy |
653
+94
| +17% | +$9.79K | 0.01% | 306 |
|
|
2022
Q1 | $79K | Sell |
559
-66
| -11% | -$9.33K | 0.01% | 306 |
|
|
2021
Q4 | $118K | Buy |
625
+33
| +6% | +$6.23K | 0.02% | 245 |
|
|
2021
Q3 | $104K | Sell |
592
-5
| -0.8% | -$878 | 0.02% | 262 |
|
|
2021
Q2 | $122K | Buy |
597
+7
| +1% | +$1.43K | 0.02% | 226 |
|
|
2021
Q1 | $118K | Buy |
590
+32
| +6% | +$6.4K | 0.05% | 198 |
|
|
2020
Q4 | $100K | Hold |
558
| – | – | 0.04% | 205 |
|
|
2020
Q3 | $91K | Hold |
558
| – | – | 0.04% | 206 |
|
|
2020
Q2 | $78K | Sell |
558
-5
| -0.9% | -$699 | 0.03% | 232 |
|
|
2020
Q1 | $56K | Sell |
563
-20
| -3% | -$1.99K | 0.03% | 275 |
|
|
2019
Q4 | $97K | Sell |
583
-49
| -8% | -$8.15K | 0.04% | 255 |
|
|
2019
Q3 | $91K | Hold |
632
| – | – | 0.04% | 226 |
|
|
2019
Q2 | $91K | Sell |
632
-5
| -0.8% | -$720 | 0.04% | 221 |
|
|
2019
Q1 | $87K | Sell |
637
-3
| -0.5% | -$410 | 0.04% | 248 |
|
|
2018
Q4 | $77K | Buy |
640
+8
| +1% | +$963 | 0.04% | 250 |
|
|
2018
Q3 | $93K | Sell |
632
-12
| -2% | -$1.77K | 0.04% | 242 |
|
|
2018
Q2 | $86K | Buy |
644
+15
| +2% | +$2K | 0.04% | 245 |
|
|
2018
Q1 | $96K | Sell |
629
-50
| -7% | -$7.63K | 0.04% | 225 |
|
|
2017
Q4 | $115K | Hold |
679
| – | – | 0.05% | 211 |
|
|
2017
Q3 | $103K | Hold |
679
| – | – | 0.05% | 203 |
|
|
2017
Q2 | $96K | Buy |
679
+50
| +8% | +$7.07K | 0.05% | 208 |
|
|
2017
Q1 | $84K | Sell |
629
-230
| -27% | -$30.7K | 0.04% | 233 |
|
|
2016
Q4 | $99K | Hold |
859
| – | – | 0.05% | 222 |
|
|
2016
Q3 | $106K | Sell |
859
-2
| -0.2% | -$247 | 0.06% | 201 |
|
|
2016
Q2 | $96K | Hold |
861
| – | – | 0.05% | 209 |
|
|
2016
Q1 | $91K | Sell |
861
-200
| -19% | -$21.1K | 0.05% | 220 |
|
|
2015
Q4 | $113K | Hold |
1,061
| – | – | 0.06% | 196 |
|
|
2015
Q3 | $103K | Hold |
1,061
| – | – | 0.06% | 190 |
|
|
2015
Q2 | $112K | Hold |
1,061
| – | – | 0.06% | 183 |
|
|
2015
Q1 | $101K | Buy |
1,061
+5
| +0.5% | +$476 | 0.06% | 173 |
|
|
2014
Q4 | $101K | Hold |
1,056
| – | – | 0.06% | 173 |
|
|
2014
Q3 | $94K | Hold |
1,056
| – | – | 0.06% | 174 |
|
|
2014
Q2 | $93K | Hold |
1,056
| – | – | 0.06% | 178 |
|
|
2014
Q1 | $86K | Hold |
1,056
| – | – | 0.06% | 178 |
|
|
2013
Q4 | $85K | Hold |
1,056
| – | – | 0.05% | 177 |
|
|
2013
Q3 | $96K | Hold |
1,056
| – | – | 0.07% | 151 |
|
|
2013
Q2 | $82K | Buy |
+1,056
| New | +$82K | 0.06% | 168 |
|