Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,082
| Closed | -$229K | – | 729 |
|
|
2024
Q3 | $229K | Buy |
+2,082
| New | +$229K | 0.01% | 613 |
|
|
2024
Q2 | – | Sell |
-2,337
| Closed | -$211K | – | 684 |
|
|
2024
Q1 | $211K | Buy |
+2,337
| New | +$211K | 0.01% | 594 |
|
|
2021
Q2 | – | Sell |
-3,805
| Closed | -$760K | – | 1571 |
|
|
2021
Q1 | $760K | Hold |
3,805
| – | – | 0.04% | 204 |
|
|
2020
Q4 | $679K | Buy |
3,805
+3,109
| +447% | +$555K | 0.03% | 203 |
|
|
2020
Q3 | $113K | Buy |
696
+44
| +7% | +$7.14K | 0.01% | 441 |
|
|
2020
Q2 | $91K | Buy |
652
+28
| +4% | +$3.91K | 0.01% | 509 |
|
|
2020
Q1 | $74K | Buy |
624
+11
| +2% | +$1.3K | 0.01% | 483 |
|
|
2019
Q4 | $102K | Sell |
613
-32
| -5% | -$5.33K | 0.01% | 462 |
|
|
2019
Q3 | $93K | Sell |
645
-85
| -12% | -$12.3K | 0.01% | 450 |
|
|
2019
Q2 | $106K | Hold |
730
| – | – | 0.01% | 422 |
|
|
2019
Q1 | $99K | Sell |
730
-26
| -3% | -$3.53K | 0.01% | 411 |
|
|
2018
Q4 | $91K | Sell |
756
-99
| -12% | -$11.9K | 0.01% | 395 |
|
|
2018
Q3 | $99K | Buy |
855
+62
| +8% | +$7.18K | 0.01% | 400 |
|
|
2018
Q2 | $109K | Sell |
793
-139
| -15% | -$19.1K | 0.02% | 385 |
|
|
2018
Q1 | $143K | Buy |
932
+420
| +82% | +$64.4K | 0.02% | 298 |
|
|
2017
Q4 | $87K | Sell |
512
-34
| -6% | -$5.78K | 0.01% | 371 |
|
|
2017
Q3 | $82K | Buy |
+546
| New | +$82K | 0.02% | 321 |
|