Trifecta Capital Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12
| Closed | -$923 | – | 503 |
|
2025
Q1 | $923 | Hold |
12
| – | – | ﹤0.01% | 384 |
|
2024
Q4 | $964 | Hold |
12
| – | – | ﹤0.01% | 374 |
|
2024
Q3 | $1.32K | Hold |
12
| – | – | ﹤0.01% | 351 |
|
2024
Q2 | $959 | Hold |
12
| – | – | ﹤0.01% | 383 |
|
2024
Q1 | $1.18K | Hold |
12
| – | – | ﹤0.01% | 361 |
|
2023
Q4 | $1.18K | Buy |
12
+4
| +50% | +$393 | ﹤0.01% | 383 |
|
2023
Q3 | $669 | Hold |
8
| – | – | ﹤0.01% | 402 |
|
2023
Q2 | $750 | Hold |
8
| – | – | ﹤0.01% | 394 |
|
2023
Q1 | $645 | Buy |
+8
| New | +$645 | ﹤0.01% | 403 |
|