Western Wealth Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,806
| Closed | -$962K | – | 717 |
|
|
2023
Q4 | $962K | Sell |
9,806
-10
| -0.1% | -$981 | 0.07% | 284 |
|
|
2023
Q3 | $820K | Buy |
9,816
+584
| +6% | +$48.8K | 0.07% | 289 |
|
|
2023
Q2 | $865K | Buy |
9,232
+1,125
| +14% | +$105K | 0.07% | 272 |
|
|
2023
Q1 | $653K | Buy |
8,107
+4,562
| +129% | +$368K | 0.06% | 312 |
|
|
2022
Q4 | $266K | Sell |
3,545
-1,288
| -27% | -$96.8K | 0.03% | 495 |
|
|
2022
Q3 | $378K | Buy |
4,833
+106
| +2% | +$8.29K | 0.02% | 575 |
|
|
2022
Q2 | $518K | Buy |
4,727
+611
| +15% | +$67K | 0.03% | 463 |
|
|
2022
Q1 | $576K | Buy |
+4,116
| New | +$576K | 0.03% | 487 |
|
|
2021
Q2 | $718K | Buy |
+3,490
| New | +$718K | 0.07% | 277 |
|