BMS Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,132
Closed -$477K 113
2022
Q2
$477K Sell
2,132
-699
-25% -$156K 0.31% 61
2022
Q1
$707K Buy
2,831
+199
+8% +$49.7K 0.45% 42
2021
Q4
$927K Buy
+2,632
New +$927K 0.59% 26