Alera Investment Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $349K | Buy |
914
+34
| +4% | +$13K | 0.04% | 187 |
|
|
2024
Q2 | $263K | Buy |
+880
| New | +$263K | 0.03% | 218 |
|
|
2022
Q3 | – | Sell |
-2,449
| Closed | -$548K | – | 187 |
|
|
2022
Q2 | $548K | Sell |
2,449
-1,752
| -42% | -$392K | 0.15% | 100 |
|
|
2022
Q1 | $1.05M | Buy |
+4,201
| New | +$1.05M | 0.24% | 52 |
|
|
2019
Q2 | – | Sell |
-87
| Closed | -$12K | – | 839 |
|
|
2019
Q1 | $12K | Sell |
87
-54,354
| -100% | -$7.5M | 0.01% | 427 |
|
|
2018
Q4 | $7.14M | Buy |
+54,441
| New | +$7.14M | 4.35% | 7 |
|