WANY
Wealthspire Advisors (New York)’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,357
| Closed | -$260K | – | 839 |
|
|
2024
Q3 | $260K | Buy |
+2,357
| New | +$260K | ﹤0.01% | 653 |
|
|
2024
Q2 | – | Sell |
-2,245
| Closed | -$220K | – | 690 |
|
|
2024
Q1 | $220K | Sell |
2,245
-35
| -2% | -$3.43K | ﹤0.01% | 580 |
|
|
2023
Q4 | $224K | Sell |
2,280
-136
| -6% | -$13.3K | ﹤0.01% | 589 |
|
|
2023
Q3 | $202K | Buy |
+2,416
| New | +$202K | ﹤0.01% | 564 |
|
|
2023
Q1 | – | Sell |
-3,364
| Closed | -$253K | – | 593 |
|
|
2022
Q4 | $253K | Sell |
3,364
-39
| -1% | -$2.93K | ﹤0.01% | 492 |
|
|
2022
Q3 | $256K | Buy |
+3,403
| New | +$256K | 0.01% | 439 |
|
|
2022
Q2 | – | Sell |
-1,464
| Closed | -$205K | – | 521 |
|
|
2022
Q1 | $205K | Buy |
+1,464
| New | +$205K | ﹤0.01% | 412 |
|
|
2021
Q2 | – | Sell |
-1,859
| Closed | -$371K | – | 625 |
|
|
2021
Q1 | $371K | Buy |
1,859
+387
| +26% | +$77.2K | 0.01% | 486 |
|
|
2020
Q4 | $263K | Buy |
+1,472
| New | +$263K | 0.01% | 477 |
|
|
2019
Q1 | – | Sell |
-106
| Closed | -$13K | – | 692 |
|
|
2018
Q4 | $13K | Buy |
+106
| New | +$13K | ﹤0.01% | 446 |
|