WP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,115
| Closed | -$210K | – | 114 |
|
|
2021
Q4 | $210K | Buy |
+1,115
| New | +$210K | 0.09% | 105 |
|
|
2021
Q3 | – | Sell |
-1,182
| Closed | -$242K | – | 107 |
|
|
2021
Q2 | $242K | Buy |
1,182
+4
| +0.3% | +$819 | 0.1% | 94 |
|
|
2021
Q1 | $235K | Sell |
1,178
-96
| -8% | -$19.2K | 0.1% | 84 |
|
|
2020
Q4 | $228K | Buy |
1,274
+4
| +0.3% | +$716 | 0.11% | 83 |
|
|
2020
Q3 | $206K | Buy |
+1,270
| New | +$206K | 0.12% | 78 |
|
|
2019
Q2 | – | Sell |
-763
| Closed | -$1.04K | – | 145 |
|
|
2019
Q1 | $1.04K | Buy |
+763
| New | +$1.04K | 0.11% | 85 |
|
|
2018
Q4 | – | Sell |
-755
| Closed | -$111K | – | 208 |
|
|
2018
Q3 | $111K | Buy |
755
+54
| +8% | +$7.94K | 0.1% | 85 |
|
|
2018
Q2 | $93K | Buy |
+701
| New | +$93K | 0.09% | 91 |
|