Wintrust Investments’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
Q4 | – | Sell |
-267
| Closed | -$29K | – | 503 |
|
|
2024
Q3 | $29K | Sell |
267
-2,408
| -90% | -$262K | 0.02% | 412 |
|
|
2024
Q2 | $214K | Buy |
2,675
+350
| +15% | +$28K | 0.02% | 442 |
|
|
2024
Q1 | $228K | Buy |
2,325
+100
| +4% | +$9.81K | 0.02% | 429 |
|
|
2023
Q4 | $218K | Sell |
2,225
-175
| -7% | -$17.1K | 0.02% | 413 |
|
|
2023
Q3 | $201K | Hold |
2,400
| – | – | 0.02% | 391 |
|
|
2023
Q2 | $225K | Buy |
+2,400
| New | +$225K | 0.02% | 390 |
|
|
2022
Q1 | – | Sell |
-1,100
| Closed | -$207K | – | 439 |
|
|
2021
Q4 | $207K | Buy |
+1,100
| New | +$207K | 0.02% | 402 |
|
|
2021
Q3 | – | Sell |
-1,100
| Closed | -$225K | – | 387 |
|
|
2021
Q2 | $225K | Hold |
1,100
| – | – | 0.02% | 391 |
|
|
2021
Q1 | $220K | Buy |
+1,100
| New | +$220K | 0.02% | 377 |
|