WealthPLAN 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
Q3 | – | Sell |
-1,490
| Closed | -$140K | – | 1065 |
|
|
2023
Q2 | $140K | Buy |
1,490
+178
| +14% | +$16.7K | 0.02% | 342 |
|
|
2023
Q1 | $106K | Sell |
1,312
-18,951
| -94% | -$1.53M | 0.01% | 413 |
|
|
2022
Q4 | $1.81M | Buy |
+20,263
| New | +$1.81M | 0.13% | 132 |
|
|
2022
Q1 | $12.9M | Buy |
107,237
+25,142
| +31% | +$3.02M | 0.89% | 36 |
|
|
2021
Q4 | $14.3M | Buy |
82,095
+4,382
| +6% | +$765K | 0.94% | 34 |
|
|
2021
Q3 | $14.5M | Buy |
77,713
+4,379
| +6% | +$815K | 0.96% | 32 |
|
|
2021
Q2 | $14.8M | Buy |
73,334
+5,822
| +9% | +$1.18M | 1.04% | 31 |
|
|
2021
Q1 | $14.2M | Buy |
67,512
+2,688
| +4% | +$566K | 1.1% | 24 |
|
|
2020
Q4 | $11.4M | Buy |
64,824
+3,670
| +6% | +$645K | 0.97% | 29 |
|
|
2020
Q3 | $10.9M | Sell |
61,154
-1,955
| -3% | -$347K | 1.06% | 24 |
|
|
2020
Q2 | $10M | Sell |
63,109
-7,334
| -10% | -$1.16M | 1.04% | 26 |
|
|
2020
Q1 | $7.36M | Buy |
70,443
+20,025
| +40% | +$2.09M | 0.95% | 27 |
|
|
2019
Q4 | $8.49M | Sell |
50,418
-1,232
| -2% | -$207K | 1% | 21 |
|
|
2019
Q3 | $8.03M | Buy |
51,650
+4,112
| +9% | +$639K | 1.1% | 18 |
|
|
2019
Q2 | $6.53M | Buy |
47,538
+2,182
| +5% | +$300K | 0.98% | 23 |
|
|
2019
Q1 | $6.13M | Buy |
45,356
+2,837
| +7% | +$383K | 0.96% | 25 |
|
|
2018
Q4 | $5.8M | Buy |
42,519
+23,716
| +126% | +$3.24M | 0.93% | 28 |
|
|
2018
Q3 | $2.34M | Buy |
+18,803
| New | +$2.34M | 0.43% | 67 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$5.27K | – | 393 |
|
|
2017
Q1 | $5.27K | Buy |
+40
| New | +$5.27K | 0.02% | 343 |
|
|
2016
Q3 | $13.5K | Sell |
110
-110
| -50% | -$13.5K | ﹤0.01% | 552 |
|
|
2016
Q2 | $12.2K | Buy |
+220
| New | +$12.2K | ﹤0.01% | 1652 |
|
|
2015
Q4 | $36.1K | Buy |
+1,014
| New | +$36.1K | 0.01% | 711 |
|
|
2015
Q2 | $40K | Sell |
376
-331
| -47% | -$35.2K | 0.02% | 199 |
|
|
2015
Q1 | $65K | Buy |
+707
| New | +$65K | 0.03% | 215 |
|