WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-503
| Closed | -$48K | – | 2052 |
|
|
2014
Q4 | $48K | Buy |
503
+3
| +0.6% | +$286 | 0.01% | 897 |
|
|
2014
Q3 | $44K | Buy |
500
+3
| +0.6% | +$264 | 0.01% | 978 |
|
|
2014
Q2 | $44K | Buy |
497
+3
| +0.6% | +$266 | 0.01% | 959 |
|
|
2014
Q1 | $40K | Sell |
494
-252
| -34% | -$20.4K | 0.01% | 1000 |
|
|
2013
Q4 | $60K | Sell |
746
-66
| -8% | -$5.31K | 0.01% | 928 |
|
|
2013
Q3 | $74K | Buy |
812
+3
| +0.4% | +$273 | 0.01% | 792 |
|
|
2013
Q2 | $63K | Buy |
+809
| New | +$63K | 0.01% | 803 |
|