TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-300
| Closed | -$53K | – | 635 |
|
|
2020
Q4 | $53K | Sell |
300
-300
| -50% | -$53K | 0.01% | 350 |
|
|
2020
Q3 | $97K | Hold |
600
| – | – | 0.02% | 252 |
|
|
2020
Q2 | $83K | Hold |
600
| – | – | 0.02% | 266 |
|
|
2020
Q1 | $60K | Sell |
600
-729
| -55% | -$72.9K | 0.01% | 267 |
|
|
2019
Q4 | $220K | Buy |
+1,329
| New | +$220K | 0.03% | 205 |
|
|
2019
Q3 | – | Sell |
-624
| Closed | -$90K | – | 645 |
|
|
2019
Q2 | $90K | Buy |
+624
| New | +$90K | 0.02% | 277 |
|
|
2019
Q1 | – | Sell |
-3,267
| Closed | -$391K | – | 240 |
|
|
2018
Q4 | $391K | Sell |
3,267
-28
| -0.8% | -$3.35K | 0.07% | 156 |
|
|
2018
Q3 | $483K | Sell |
3,295
-2
| -0.1% | -$293 | 0.07% | 171 |
|
|
2018
Q2 | $437K | Sell |
3,297
-181
| -5% | -$24K | 0.07% | 176 |
|
|
2018
Q1 | $532K | Buy |
3,478
+575
| +20% | +$88K | 0.09% | 127 |
|
|
2017
Q4 | $492K | Buy |
+2,903
| New | +$492K | 0.09% | 130 |
|