Zeke Capital 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
Q2 | – | Sell |
-1,541
| Closed | -$215K | – | 528 |
|
2022
Q1 | $215K | Buy |
+1,541
| New | +$215K | 0.01% | 465 |
|
2020
Q1 | – | Sell |
-1,436
| Closed | -$238K | – | 471 |
|
2019
Q4 | $238K | Sell |
1,436
-120
| -8% | -$19.9K | 0.02% | 496 |
|
2019
Q3 | $225K | Sell |
1,556
-2,055
| -57% | -$297K | 0.02% | 506 |
|
2019
Q2 | $522K | Hold |
3,611
| – | – | 0.05% | 349 |
|
2019
Q1 | $492K | Hold |
3,611
| – | – | 0.05% | 365 |
|
2018
Q4 | $432K | Buy |
3,611
+161
| +5% | +$19.3K | 0.04% | 360 |
|
2018
Q3 | $505K | Buy |
3,450
+82
| +2% | +$12K | 0.04% | 402 |
|
2018
Q2 | $447K | Hold |
3,368
| – | – | 0.04% | 323 |
|
2018
Q1 | $516K | Sell |
3,368
-69
| -2% | -$10.6K | 0.05% | 320 |
|
2017
Q4 | $583K | Buy |
3,437
+148
| +4% | +$25.1K | 0.06% | 262 |
|
2017
Q3 | $497K | Buy |
+3,289
| New | +$497K | 0.07% | 224 |
|