Wealthcare Advisory Partners’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
Q1 | – | Sell |
-4,030
| Closed | -$303K | – | 742 |
|
|
2022
Q4 | $303K | Buy |
4,030
+105
| +3% | +$7.89K | 0.01% | 534 |
|
|
2022
Q3 | $295K | Sell |
3,925
-1,939
| -33% | -$146K | 0.02% | 487 |
|
|
2022
Q2 | $615K | Buy |
5,864
+365
| +7% | +$38.3K | 0.04% | 285 |
|
|
2022
Q1 | $769K | Buy |
5,499
+148
| +3% | +$20.7K | 0.05% | 231 |
|
|
2021
Q4 | $1.01M | Buy |
5,351
+175
| +3% | +$33K | 0.06% | 194 |
|
|
2021
Q3 | $907K | Buy |
5,176
+22
| +0.4% | +$3.86K | 0.06% | 207 |
|
|
2021
Q2 | $1.06M | Buy |
5,154
+21
| +0.4% | +$4.31K | 0.07% | 191 |
|
|
2021
Q1 | $1.03M | Buy |
5,133
+5
| +0.1% | +$998 | 0.07% | 177 |
|
|
2020
Q4 | $916K | Buy |
5,128
+9
| +0.2% | +$1.61K | 0.08% | 164 |
|
|
2020
Q3 | $830K | Buy |
5,119
+14
| +0.3% | +$2.27K | 0.09% | 137 |
|
|
2020
Q2 | $712K | Buy |
5,105
+5,090
| +33,933% | +$710K | 0.09% | 132 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1324 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1095 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1135 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$15K | – | 1178 |
|
|
2017
Q3 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 478 |
|