Bruderman Asset Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-135
| Closed | -$19K | – | 475 |
|
|
2019
Q1 | $19K | Hold |
135
| – | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $18K | Hold |
135
| – | – | ﹤0.01% | 364 |
|
|
2018
Q3 | $20K | Hold |
135
| – | – | ﹤0.01% | 255 |
|
|
2018
Q2 | $18K | Hold |
135
| – | – | ﹤0.01% | 274 |
|
|
2018
Q1 | $18K | Buy |
+135
| New | +$18K | ﹤0.01% | 275 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$16K | – | 283 |
|
|
2017
Q2 | $16K | Buy |
+135
| New | +$16K | ﹤0.01% | 282 |
|
|
2017
Q1 | – | Sell |
-2,451
| Closed | -$220K | – | 277 |
|
|
2016
Q4 | $220K | Buy |
2,451
+6
| +0.2% | +$539 | 0.07% | 106 |
|
|
2016
Q3 | $225K | Hold |
2,445
| – | – | 0.07% | 111 |
|
|
2016
Q2 | $239K | Sell |
2,445
-234
| -9% | -$22.9K | 0.07% | 111 |
|
|
2016
Q1 | $254K | Buy |
2,679
+441
| +20% | +$41.8K | 0.09% | 104 |
|
|
2015
Q4 | $194K | Buy |
+2,238
| New | +$194K | 0.07% | 121 |
|