Veritable’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,411
| Closed | -$226K | – | 706 |
|
2023
Q2 | $226K | Sell |
2,411
-271
| -10% | -$25.4K | ﹤0.01% | 801 |
|
2023
Q1 | $216K | Sell |
2,682
-306
| -10% | -$24.7K | ﹤0.01% | 812 |
|
2022
Q4 | $224K | Sell |
2,988
-570
| -16% | -$42.8K | ﹤0.01% | 768 |
|
2022
Q3 | $268K | Sell |
3,558
-2,546
| -42% | -$192K | 0.01% | 658 |
|
2022
Q2 | $640K | Buy |
6,104
+226
| +4% | +$23.7K | 0.01% | 472 |
|
2022
Q1 | $822K | Buy |
5,878
+93
| +2% | +$13K | 0.01% | 434 |
|
2021
Q4 | $1.09M | Buy |
5,785
+313
| +6% | +$59K | 0.02% | 382 |
|
2021
Q3 | $959K | Sell |
5,472
-51
| -0.9% | -$8.94K | 0.02% | 391 |
|
2021
Q2 | $1.13M | Buy |
5,523
+68
| +1% | +$13.9K | 0.02% | 354 |
|
2021
Q1 | $1.09M | Sell |
5,455
-317
| -5% | -$63.3K | 0.02% | 341 |
|
2020
Q4 | $1.03M | Buy |
5,772
+82
| +1% | +$14.6K | 0.02% | 328 |
|
2020
Q3 | $923K | Sell |
5,690
-83
| -1% | -$13.5K | 0.02% | 334 |
|
2020
Q2 | $805K | Buy |
5,773
+2,248
| +64% | +$313K | 0.02% | 358 |
|
2020
Q1 | $353K | Sell |
3,525
-746
| -17% | -$74.7K | 0.01% | 518 |
|
2019
Q4 | $708K | Buy |
4,271
+82
| +2% | +$13.6K | 0.01% | 443 |
|
2019
Q3 | $605K | Buy |
4,189
+53
| +1% | +$7.66K | 0.01% | 465 |
|
2019
Q2 | $598K | Sell |
4,136
-43
| -1% | -$6.22K | 0.01% | 458 |
|
2019
Q1 | $569K | Sell |
4,179
-157
| -4% | -$21.4K | 0.01% | 466 |
|
2018
Q4 | $519K | Buy |
4,336
+307
| +8% | +$36.7K | 0.01% | 454 |
|
2018
Q3 | $590K | Sell |
4,029
-73
| -2% | -$10.7K | 0.01% | 447 |
|
2018
Q2 | $545K | Sell |
4,102
-122
| -3% | -$16.2K | 0.01% | 474 |
|
2018
Q1 | $647K | Hold |
4,224
| – | – | 0.01% | 420 |
|
2017
Q4 | $717K | Sell |
4,224
-175
| -4% | -$29.7K | 0.01% | 402 |
|
2017
Q3 | $664K | Sell |
4,399
-300
| -6% | -$45.3K | 0.01% | 432 |
|
2017
Q2 | $661K | Buy |
4,699
+329
| +8% | +$46.3K | 0.02% | 443 |
|
2017
Q1 | $581K | Buy |
4,370
+18
| +0.4% | +$2.39K | 0.01% | 452 |
|
2016
Q4 | $499K | Buy |
4,352
+333
| +8% | +$38.2K | 0.01% | 474 |
|
2016
Q3 | $494K | Buy |
4,019
+151
| +4% | +$18.6K | 0.01% | 470 |
|
2016
Q2 | $430K | Buy |
3,868
+660
| +21% | +$73.4K | 0.01% | 483 |
|
2016
Q1 | $338K | Sell |
3,208
-1,787
| -36% | -$188K | 0.01% | 536 |
|
2015
Q4 | $533K | Buy |
4,995
+1,662
| +50% | +$177K | 0.01% | 441 |
|
2015
Q3 | $323K | Buy |
3,333
+195
| +6% | +$18.9K | 0.01% | 553 |
|
2015
Q2 | $330K | Sell |
3,138
-3,770
| -55% | -$396K | 0.01% | 571 |
|
2015
Q1 | $659K | Sell |
6,908
-508
| -7% | -$48.5K | 0.01% | 512 |
|
2014
Q4 | $713K | Sell |
7,416
-377
| -5% | -$36.2K | 0.01% | 496 |
|
2014
Q3 | $692K | Sell |
7,793
-315
| -4% | -$28K | 0.01% | 505 |
|
2014
Q2 | $712K | Buy |
8,108
+298
| +4% | +$26.2K | 0.01% | 497 |
|
2014
Q1 | $634K | Sell |
7,810
-1,128
| -13% | -$91.6K | 0.01% | 511 |
|
2013
Q4 | $721K | Sell |
8,938
-243
| -3% | -$19.6K | 0.02% | 464 |
|
2013
Q3 | $832K | Buy |
9,181
+33
| +0.4% | +$2.99K | 0.02% | 425 |
|
2013
Q2 | $707K | Buy |
+9,148
| New | +$707K | 0.02% | 474 |
|