Wealthstreet Investment Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,804
| Closed | -$2.16M | – | 292 |
|
|
2021
Q1 | $2.16M | Hold |
10,804
| – | – | 0.21% | 113 |
|
|
2020
Q4 | $1.93M | Hold |
10,804
| – | – | 0.2% | 115 |
|
|
2020
Q3 | $1.75M | Hold |
10,804
| – | – | 0.2% | 111 |
|
|
2020
Q2 | $1.51M | Hold |
10,804
| – | – | 0.18% | 112 |
|
|
2020
Q1 | $1.08M | Hold |
10,804
| – | – | 0.16% | 121 |
|
|
2019
Q4 | $1.79M | Hold |
10,804
| – | – | 0.21% | 107 |
|
|
2019
Q3 | $1.67M | Hold |
10,804
| – | – | 0.21% | 103 |
|
|
2019
Q2 | $1.56M | Hold |
10,804
| – | – | 0.2% | 109 |
|
|
2019
Q1 | $1.47M | Hold |
10,804
| – | – | 0.19% | 110 |
|
|
2018
Q4 | $1.31M | Sell |
10,804
-1,027
| -9% | -$125K | 0.18% | 114 |
|
|
2018
Q3 | $1.73M | Hold |
11,831
| – | – | 0.21% | 104 |
|
|
2018
Q2 | $1.57M | Sell |
11,831
-100
| -0.8% | -$13.3K | 0.21% | 113 |
|
|
2018
Q1 | $1.83M | Hold |
11,931
| – | – | 0.23% | 102 |
|
|
2017
Q4 | $2.03M | Buy |
+11,931
| New | +$2.03M | 0.25% | 98 |
|