180 Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,122
| Closed | -$219K | – | 259 |
|
|
2019
Q4 | $219K | Sell |
1,122
-39
| -3% | -$7.61K | 0.09% | 239 |
|
|
2019
Q3 | $213K | Sell |
1,161
-369
| -24% | -$67.7K | 0.09% | 235 |
|
|
2019
Q2 | $262K | Sell |
1,530
-2,982
| -66% | -$511K | 0.12% | 203 |
|
|
2019
Q1 | $672K | Buy |
4,512
+696
| +18% | +$104K | 0.3% | 89 |
|
|
2018
Q4 | $579K | Hold |
3,816
| – | – | 0.27% | 113 |
|
|
2018
Q3 | $579K | Buy |
3,816
+705
| +23% | +$107K | 0.27% | 113 |
|
|
2018
Q2 | $423K | Buy |
3,111
+1,281
| +70% | +$174K | 0.21% | 139 |
|
|
2018
Q1 | $238K | Buy |
+1,830
| New | +$238K | 0.12% | 202 |
|