Wealthspire Advisors (Maryland)’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-782
| Closed | -$106K | – | 1868 |
|
|
2019
Q1 | $106K | Sell |
782
-9
| -1% | -$1.22K | 0.01% | 621 |
|
|
2018
Q4 | $95K | Buy |
791
+153
| +24% | +$18.4K | 0.01% | 618 |
|
|
2018
Q3 | $93K | Sell |
638
-56
| -8% | -$8.16K | 0.01% | 718 |
|
|
2018
Q2 | $92K | Sell |
694
-19
| -3% | -$2.52K | 0.01% | 735 |
|
|
2018
Q1 | $109K | Sell |
713
-188
| -21% | -$28.7K | 0.01% | 682 |
|
|
2017
Q4 | $153K | Buy |
901
+241
| +37% | +$40.9K | 0.01% | 574 |
|
|
2017
Q3 | $100K | Buy |
660
+27
| +4% | +$4.09K | 0.01% | 707 |
|
|
2017
Q2 | $89K | Buy |
633
+350
| +124% | +$49.2K | 0.01% | 734 |
|
|
2017
Q1 | $38K | Buy |
283
+59
| +26% | +$7.92K | 0.01% | 879 |
|
|
2016
Q4 | $26K | Buy |
224
+55
| +33% | +$6.38K | ﹤0.01% | 948 |
|
|
2016
Q3 | $21K | Buy |
169
+59
| +54% | +$7.33K | ﹤0.01% | 1042 |
|
|
2016
Q2 | $12K | Buy |
110
+36
| +49% | +$3.93K | ﹤0.01% | 1168 |
|
|
2016
Q1 | $8K | Sell |
74
-33
| -31% | -$3.57K | ﹤0.01% | 1237 |
|
|
2015
Q4 | $11K | Buy |
+107
| New | +$11K | ﹤0.01% | 1178 |
|