WP
WealthSource Partners’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,319
| Closed | -$224K | – | 333 |
|
|
2017
Q4 | $224K | Buy |
+1,319
| New | +$224K | 0.07% | 260 |
|
|
2016
Q4 | – | Sell |
-1,655
| Closed | -$203K | – | 286 |
|
|
2016
Q3 | $203K | Sell |
1,655
-3,264
| -66% | -$400K | 0.07% | 240 |
|
|
2016
Q2 | $547K | Buy |
4,919
+531
| +12% | +$59K | 0.2% | 100 |
|
|
2016
Q1 | $462K | Buy |
+4,388
| New | +$462K | 0.19% | 112 |
|