AOWM
Alpha Omega Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,184
| Closed | -$2.23M | – | 232 |
|
|
2021
Q2 | $2.23M | Buy |
8,184
+5,256
| +180% | +$1.43M | 0.37% | 80 |
|
|
2021
Q1 | $2.16M | Sell |
2,928
-199
| -6% | -$147K | 0.38% | 76 |
|
|
2020
Q4 | $2.3M | Sell |
3,127
-119
| -4% | -$87.5K | 0.39% | 69 |
|
|
2020
Q3 | $2.26M | Sell |
3,246
-28
| -0.9% | -$19.5K | 0.32% | 64 |
|
|
2020
Q2 | $1.89M | Sell |
3,274
-25
| -0.8% | -$14.4K | 0.29% | 66 |
|
|
2020
Q1 | $1.52M | Hold |
3,299
| – | – | 0.28% | 70 |
|
|
2019
Q4 | $1.93M | Buy |
3,299
+48
| +1% | +$28K | 0.31% | 71 |
|
|
2019
Q3 | $1.89M | Buy |
3,251
+3,226
| +12,904% | +$1.88M | 0.31% | 71 |
|
|
2019
Q2 | $11K | Buy |
+25
| New | +$11K | ﹤0.01% | 432 |
|