Transatlantique Private Wealth’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,278
| Closed | -$223K | – | 220 |
|
|
2023
Q4 | $223K | Sell |
2,278
-275
| -11% | -$27K | 0.1% | 203 |
|
|
2023
Q3 | $213K | Sell |
2,553
-3
| -0.1% | -$251 | 0.11% | 190 |
|
|
2023
Q2 | $240K | Sell |
2,556
-3
| -0.1% | -$281 | 0.13% | 184 |
|
|
2023
Q1 | $206K | Sell |
2,559
-1,638
| -39% | -$132K | 0.11% | 197 |
|
|
2022
Q4 | $308K | Sell |
4,197
-4,433
| -51% | -$325K | 0.18% | 156 |
|
|
2022
Q3 | $649K | Buy |
8,630
+805
| +10% | +$60.5K | 0.43% | 76 |
|
|
2022
Q2 | $820K | Buy |
+7,825
| New | +$820K | 0.57% | 61 |
|