TW
Transform Wealth’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-29,704
| Closed | -$4.55M | – | 232 |
|
|
2018
Q1 | $4.55M | Sell |
29,704
-4,148
| -12% | -$635K | 0.86% | 34 |
|
|
2017
Q4 | $5.74M | Buy |
33,852
+30,689
| +970% | +$5.21M | 1.06% | 25 |
|
|
2017
Q3 | $478K | Buy |
+3,163
| New | +$478K | 0.17% | 149 |
|
|
2017
Q2 | – | Sell |
-7,698
| Closed | -$1.02M | – | 162 |
|
|
2017
Q1 | $1.02M | Buy |
7,698
+645
| +9% | +$85.7K | 0.38% | 93 |
|
|
2016
Q4 | $809K | Buy |
+7,053
| New | +$809K | 0.32% | 108 |
|